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


To: Ibis who wrote (3510)5/5/1998 2:53:00 PM
From: Tim McCormick  Respond to of 9236
 
Ibis, You da man! Tim



To: Ibis who wrote (3510)5/6/1998 10:28:00 AM
From: Sir Will Lancelot  Read Replies (2) | Respond to of 9236
 
Ibis,

Did Lucent share any perspective regarding what $ royalty value the Aware "technology content" brings for every chip (DMT lite) that is deployed? This is quite unclear to me. However significant or small the royalty per chip with Aware DMT, what is clear is the requirement for mass deployment, now with Lite and Lucent, versus Alcatel, Fuji/Orkit, Nortel et al.

Second question....is Aware forecasting any product sales? Or are they now a technology and royalty company?

Heard that word was floating around a bit that ex Prez Bender is selling off (or planning to) his options in significant chunks, and affecting the stock price at least short term. Doesn't sound like a "good job is done" conclusion, does it.

Regards,



To: Ibis who wrote (3510)5/6/1998 1:55:00 PM
From: PeterR1700  Read Replies (1) | Respond to of 9236
 
Ibis - re: aware/lucent. Is WSTL in the loop on this? A lot of our bets are based on the WSTL/LU relationship panning out...mmmm

Peter