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

To: Ibis who wrote (3144)	4/1/1998 11:23:00 AM
From: flickerful	Respond to of 9236

ibis..... although not mentioned onsite, the 10k is a far more important indicator, very true. it is very interesting, this non-mention, especially when you consider the international potential to aware & anyone ( see onsite corporate intro) for huge revenues... i haven't seen much about aware's non-domestic presence. that is why i mentioned alcatel....but compaq would be an excellent missing piece, to combine with lucent's international inroads.

To: Ibis who wrote (3144)	4/1/1998 11:45:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 9236

First, I didn't say this _was_ a "fall back" position for Lucent, I said it _may be_ a fall back position. Clearly there was no big up-front payment, or that would have been disclosed. If the license terms are $x per modem sold but with no minimum payment, then this would clearly be material enough to require disclosure, but is no guarantee that LU is actually going to use the technology. Peter