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Technology Stocks : Aware, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Norman Klein who wrote (2208)	12/5/1997 10:50:00 PM
From: Elroy	Read Replies (1) \| Respond to of 9236

Does anyone on the thread have any insight into the financial value of Aware's liscensing agreements with Ascend and 3Com? I've seent the press releases that say that 3Com and Ascend have both liscenses Aware's technology, but does that necessarily mean the if 3Com and Ascend release DSL blades/modules for their large installed base of access concentrators that Aware will get any significant revenue? Is Aware's success based on the liscenses revenues they may receive, or on Aware's ability to sell the modem device that would then access the 3Com/Ascend head end product? Basically, I understand Aware has patents on the ANSI approved DMT standard, but I don't really understand their business model. Any understanding would be appreciated.

To: Norman Klein who wrote (2208)	12/6/1997 11:54:00 AM
From: satish kamat	Read Replies (1) \| Respond to of 9236

Norman, I agree with you that current price of AWRE shows markets short term sentiment and does not reflect AWREs role in xDSL implementation in near future . [1] TI DSP C6xxx chip was supposed to come out this October, it is now expected by the end of the 98Q1. This presents a great opportunity for ADI as they have successfully demonstrated the sysem-on-chip concept. This is very important for the low margin modem business. ADI also has Samsung as foundry partner. So you are correct: TI moved from a defensive pasture. [2] Musical chairs is due to companies like CSCO want to be assured full access to both camps. AMTX holds key important patents and so does AWRE. The key here I think will be international standards that will be defined once large-scale implementation picks up steam in Q2. [3] How are you playing this stock? I have been lucky to pick up AWRE at 9 7/8 to sell between 14 -16 twice this year. I am using a 50-50 long-term/trading strategy. [4] Current price reflects a number of issues: CEO mentioning delay in xDSL implementation by telcos, delay in ADI chip licensing fees, market's focus on short term. I believe we have a clear shot at run here to 14.5 in next two week during santa rally. That's 45% from $10. Technical analysis shows strong support at 10. I will try to post full technical analysis time to time. What is your long term/short term play?