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


To: mike cobble who wrote (1186)10/19/2000 2:07:55 AM
From: Elroy  Read Replies (2) | Respond to of 2404
 
Mike, you don't seem to understand AWRE very well. There is virtually no way they are going to "miss" numbers unless they failed to complete any milestones for their customers during the quarter - the question is by how much will they exceed estimates. We are all waiting for some customer other than ADI to add significant royalty revenue (thats 100% gross margin) to AWRE's revenue line. With all the DSL chip makers screaming about demand for their DSL chips, there is no way AWRE is going to disappoint.

Elroy