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

To: Jay Lowe who wrote (3528)	5/6/1998 3:28:00 PM
From: Captain James T. Kirk	Read Replies (3) \| Respond to of 9236

I checked 3 other news sources and could not find the story. Could this be the reason we did not run forward ? Anyone else, please check your sources.

To: Jay Lowe who wrote (3528)	5/6/1998 3:46:00 PM
From: Jay Lowe	Read Replies (1) \| Respond to of 9236

--- AWRE discussed in April INFRASTRUCTURE --- DALLAS--(BUSINESS WIRE)--May 6, 1998--INFRASTRUCTURE, the independent research and analyst group which provides expert information on the semiconductor, FPD and related industries, is pleased to announce that its April issue of the popular newsletter includes the third, and final part in a series on semiconductor wafer fab site selection and Cost of Ownership. It also includes articles on current marketing issues and business conditions in the technology sector. The series on fab site selection and Cost of Ownership is guest written by two independent experts in the field, with the third article in the April issue being on the topic of Fab Cost of Ownership: Understanding The Impact On The Bottom Line. Carl Johnson, INFRASTRUCTURE's president, commented, "There are several fundamental tasks that a semiconductor manufacturer has to do well in order to survive and prosper." He added, "Many of the financial implications associated with these tasks can be modeled via a cost of ownership analysis such as that described by our guest writers from Fisher-Holstein, Inc." By way of example, the article identifies the tasks faced by Advanced Micro Devices, Inc. AMD as it competes in the microprocessor and flash memory marketplaces with Intel Corporation INTC , Integrated Device Technology, Inc. IDTI , and National Semiconductor NSM . Observations are also made on the role of IBM IBM and Motorola MOT in the processor market. Also, in two articles on technology marketing and product positioning, this issue discusses some of the current and potential drivers for semiconductors. Ron Leckie, INFRASTRUCTURE's CEO, commented, "We discuss what we call 'Kamikaze Marketing', the overly aggressive price-cutting practice, which is currently eroding the market size in the hopes that it will enable growth." He added that "there is a risk to this practice -- sometimes it works, and other times it simply creates havoc. There are other, more fundamental techniques for growing technology markets that we believe are being largely ignored." Other companies discussed in this issue include: ATMI, Inc. ATMI ; Aware, Inc. AWRE ; Asyst Technologies ASYT ; DuPont Photomasks, Inc. DPMI ; Etec Systems ETEC ; Photronics, Inc. PLAB ; PRI Automation, Inc. PRIA ; and Teradyne, Inc. TER . About INFRASTRUCTURE INFRASTRUCTURE is the autonomous research organization of WIPNET Inc., a Texas corporation. INFRASTRUCTURE publishes the monthly newsletter, "INFRASTRUCTURE," and industry-acclaimed "Daily Notes" and is the recognized leader in bringing investment-oriented analysis on the semiconductor, semiconductor capital equipment, flat panel display and related industries. The "INFRASTRUCTURE" publications are available upon signing up for an annual or month-to-month subscription. Electronic subscriptions cost $375 per annum or $35 per month and include industry acclaimed "Daily Notes" and access to back issues of "INFRASTRUCTURE," "Daily Notes" and Baseline Financial reports, all available at the INFRASTRUCTURE web site. Paper subscriptions cost $45 month-to-month or $475 annually and include "Daily Notes," Baseline Financial reports and back issue access only if subscribers have access to the world wide web. To subscribe, call 972/492-7208 or send an e-mail request for the INFRASTRUCTURE backgrounder and subscription form to info@infras.com. INFRASTRUCTURE provides consulting services and training on the semiconductor and semiconductor capital equipment industries and collaborates with VLSI Research Inc., adding analysis to "Industry Pulse," a continuously updated monthly "Data Packet" containing a quantitative review of the semiconductor industry. This monthly report includes VLSI Research, Inc's replacement index for the obsolete Semiconductor Book-to-Bill report.