Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AWARE -- Ignore unavailable to you. Want to Upgrade?

To: mike cobble who wrote (445)	7/26/2000 10:49:52 PM
From: KHS	Respond to of 2404

What most are missing here is this......... $2.8M in royalty this reporting period mainly from ADI. And we all know this is ADI's Q1 00 #'s. We all have heard and read statements from ADI that DSL chipset shipments would be double previously stated #'s. Hmmmm. Simple math.......... $2.8M x 2 + 5.6M ( take away affect of decreasing royalty rate) and call it $ 5M royalty from ADI for AWRE's next quarter alone. Add another $1M for other contracts kicking in. $6M for awre's quarter #3 $6M for awre's quarter #4 $7.2 YTD ______ $20M in royalty for year end 2000 Call it about 600% increase year over year. This without factoring in other major contracts to follow and assuming the same rate of deployment year over year. We know this will not be the case and more contracts and the rate of deployment will increase. This also does not factor in royalty increases due to added value apps. I believe if all goes according to their plan, royalties could reach $50M next year and $100M the 2002. Easily $5 EPS for 2001 alone from royalty. Maybe $10 EPS for 2002 " " " Even $ 15 EPS for 2003 " " " One must have insight in order to see these numbers as a strong possibility. The CEO knows this is a possibility and many others. Of course there are critics and that's OK, but the critics will not change my mind. And eventually they will be wrong. PS.. The analyst that follow awre must not be very good salesman. Come on and get your clients onboard. Be bold, have courage. Keith