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

To: Scrapps who wrote (3713)	5/29/1998 5:02:00 PM
From: flickerful	Read Replies (1) \| Respond to of 9236

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... gee thanks....how flattering. by the way: 1. i have no sell order. and, 2.patti smith never speaks timidly. (that was my own flip aside.)

To: Scrapps who wrote (3713)	5/29/1998 7:04:00 PM
From: Steve Morytko	Read Replies (2) \| Respond to of 9236

Scrapps and all, Do you think we'll see AWRE stock price go significantly higher in the near term (say 6 months). Seems their strategy (as outlined by the new CEO recently) would create steady growth if they continue to be the supplier for major ADSL vendors (it's not clear yet who they will be). Growth depends heavily on ADSL deployment and that just seems to be crawling along. Unless I've missed something, the deployments with any significant numbers are mostly using products from AWRE's competition. While it's good to seem to have some big players in your court (LU, COMS, ADI) as time goes on the competition may very well develop superior products. It seems to me AWRE was a buyout play 6 months ago but that too seems less likely today. You can get their technology by licensing it. Maybe they shouldn't have made so many deals? It appears that licensing fees don't bring in much revenue (see the recent 10-Q's) initially. Maybe they will turn into a cash cow (if the contracts pay off) eventually but that remains to be seen. Is there anything else that you think might quickly drive the stock price up? Maybe an act of Congress - literally! FTC ruling? Any thoughts as to how much they make in royalties? Steve

To: Scrapps who wrote (3713)	5/29/1998 11:31:00 PM
From: Jay Lowe	Read Replies (1) \| Respond to of 9236

Yeah, yeah ... that was pretty whiney. I understand the issues or my money wouldn't be here. I was just getting tired of the market not understanding the issues. Whatever. You're absolutely right ... I've had my hands on prototype boards with ADI DSPs and AWRE DMT code ... they need to proliferate the technology. However, it's TOO LATE for Aware to proliferate DMT or G.lite licenses. That's a done deal. Over. Past. Gone. The DSL players already have their IP issues lined up. The only remaining additional edge for AWRE is to bend value-added by tracking the spec process very carefully and saving licensee some R&D window. Now the game is in the hands of the licensees ... the chip vendors like LU and ADI. What I am NOT seeing from the company is ANY information about licensing terms... absent which, I have no way to estimate revenue. What I am NOT seeing from the company is ANY information about technical developments going forward... absent which, I have no way to estimate long term viabilty. Well, I'm still here, and if I wasn't saturated with other issues I've be all over AWRE like a ton of DD ants. Instead, I've put my position on automatic and ... show up to whine every so often ;-)