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, Inc. - Hot or cold IPO? -- Ignore unavailable to you. Want to Upgrade?

To: Steve Morytko who wrote (2582)	1/28/1998 11:37:00 PM
From: Norman Klein	Read Replies (1) \| Respond to of 9236

Aware Story in Interactive Week I don't know how important (or unimportant, seems like a lot of needless name-dropping) this story is. But I copied it verbatim from the pages of Interactive Week (pg 66 Hyperspace column). Whole thing seems wierd, because it was common knowledge (it was pre-announced back in late November) within this SI thread that the PC trio was backing the Aware Splitterless solution and were going to make a publicized announcement in early February. <<Aware Inc. and its extroverted chairman Jim Bender, are being held responsible by many for leaking information about the Microsoft-Intel-Compaq ADSL consortium to "The New York Times", a week ahead of the planned announcement. But Bell Atlantic Corp. officials have a different take. According to one official there, the leak was a Microsoft Corp ploy intended to apply pressure to Bell Atlantic to get in the fold quickly before the group went public. Thus, the story in the Times singled out Bell Atlantic as the only holdout, even though the company had already signed on to the consortium's goals. >>

To: Steve Morytko who wrote (2582)	1/29/1998 10:35:00 AM
From: Sir Will Lancelot	Read Replies (1) \| Respond to of 9236

Steve, Comment on your conclusion re: " I suppose I am making an assumption that if ADI chips are used AWRE has the business." What does "having the business" mean? My understanding is aware just gets a royalty, some small fee per chip used, when ADI chip is bought. Now the key is how much is that "fee" or royalty and how many million units have to occur to drive profits, growth and stock value... Doesn't there have to be significant product sales to really leverage revenue?