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: flickerful who wrote (3710)	5/29/1998 3:47:00 PM
From: Jay Lowe	Respond to of 9236

Well, you know, company psychology is interesting stuff. Very much like a family system ... a network of shared beliefs and attitudinal conventions. And just like a family system, or an individual personality, the structure is pretty resistant to change in the face of linear events. However, personalities, families, and companies, can change attitudes and behavior in the blink of an eye when events occur which stress the structure beyond it's limits of self-consistency. As DSL begins to take off, and we see end-user ink appearing on the bookstands, AWRE will have an invisible growth decision to face. They will be offered something in REAL terms that they have only been offered in HYPOTHETICAL terms in the past. That may just kick them into a higher plane of action. Or, not. It's their choice, and boy, will I be playing attention!

To: flickerful who wrote (3710)	5/29/1998 4:48:00 PM
From: Scrapps	Read Replies (3) \| Respond to of 9236

Flickerful & Jay, you two sound like a couple whining day traders placing little real effort into understanding or learning the facts...while you sit back wishing and hoping for some news to boost the stock price so it hits your preset sell order...what was it Jay said 15.5? I think that was it. I ask you: * Who is Aware's potential paying customer? * Just where should they place the PR effort?...Not target the investor right? * What evidence do you have to support the lack of will? * Tell us just what it is they are selling or have to sell? Jay you said... "Yep ... If I was running their PR, I would follow every new release by a licensee with my own news release saying simply "that's us, too". So who is it you'd tell that to? Peter Paul & Mary said "Go tell it on a mountain"...maybe something like that? Or a motto maybe like..."Those pipes are empty...without Aware DMT". Oh I like that. :o) May I suggest Aware's efforts need be in the sales area...sales to the chip makers and the OEMs...not much is required in dealing with the public...that is the job of the Aware customer, they will deal with the public. A very low percentage of end users will ever have a clue whether their ADSL modem or service is based on AWRE DMT...no more than 56K users know or care who's chips are inside their modems. Aware's job is to get their technology inside every possible piece of hardware there is...so as long as they get the likes of ADI & LU basing their chips on it, they're following the right plan of attack. I myself don't care to hear any FUD or wasted PR from Aware...I'd sooner hear something like "3Com/USR to use LU chips in their ADSL modems." But I would take a t-shirt! <g> <hint> <hint> The news has been very good lately...SBC's news says we will be able to choose our own ADSL equipment...that is great. AND this was posted today..."Cable and ADSL Modem IC Sales to Triple in 1998 Says The Information Network" Note it says 1998!! That is GOOD news there. As we are now AWARE "maybe things will change, she said timidly..." -By patti smith- Stirring it with Regards, Scrapps