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

To: Joseph Colombo who wrote (2644)	2/3/1998 5:55:00 PM
From: Madpinto	Respond to of 9236

I get the feeling that AWRE will be bought by someone. I would hope the large stockholders realize the real value of AWRE. It would be a shame if this company were sold in the teens.

To: Joseph Colombo who wrote (2644)	2/3/1998 6:04:00 PM
From: Bull Alldway	Read Replies (1) \| Respond to of 9236

Thought I'd voice an opinion with regard to AWRE. It seems to me that the stock is setting itself up to retest its previous high of 15 7/8 set about a week ago. The stock ran into heavy profit taking following that run up, but has since settled out. A period of accumulation is becoming apparent having maintained the 200 day MA. I look for the stock to head toward the $16 area within the next two weeks and hopefully close above it's previous high; thereby, confirming a breakout, as I see it developing. A stock such as this, I play purely from a technical point of view, as the fundamentals are yet to be determined (i.e. $$$$, contracts, partners, etc.). The trend in my opinion is UP and target price based on the supposed competition has got to be in the $20-$25 range. But as always these are just my opinions. GOOD LUCK TO YOU ALL!

To: Joseph Colombo who wrote (2644)	2/3/1998 6:05:00 PM
From: John Stichnoth	Read Replies (1) \| Respond to of 9236

No. Plus, AWRE doesn't have the sales infrastructure in place, the capital to ramp up production fast enough, the existing customer relationships...etc. But, it does have the switch! Another buyer might be BAY--which is right next door. They speak with the same accent up there. Probably go whale watching together. Anybody have biographies handy on AWRE's managers? Who do they know? js

To: Joseph Colombo who wrote (2644)	2/6/1998 2:15:00 PM
From: dougjn	Respond to of 9236

Awre's deal with ADI is basically that Awre develops the software, overall solution architecture, ADI develops and fabs the chipsets. Additional third parties would no doubt be the ones making the actual modems for both consumers and telcos. ADI is not such a small player. And there is room for a number of different modem makers to play. The natural most interested buyer, one would think, would be a modem maker, esp. if it is also an ISP/telco supplier. 3com is who jumps first to mind. However, there may be some issues of universality of acceptance if a single modem maker owns the vital software patents. One could expect Rockwell, Motorola, Ascend, other networkers (maybe even Csco) to do everything they could to promote a rival standard. So....there may be some reason for the Awre/Adi alliance to stay as is, or if major add'l capital at awre level is necessary (which it may not be given their software/architectural role), for Adi to supply it and get more/all equity in return. Doug