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To: Ron McKinnon who wrote (14520)	6/3/1998 6:38:00 AM
From: Johnathan C. Doe	Respond to of 53068

Ron, I came to the same conclusion yesterday myself. I dumped out 2/3 of everything that I'm in for my private account. The tech selldown started around May 8th and I figure it will be finished after the leaders take their hits and maybe the DOW capitulates for a nice correction. COMS, ADPT, PAIR; these three have fallen below support that goes WAY back. As Dan Z. said about ADPT; it's in no-man's land at the moment. It just is a very dangerous time to play the techs. No telling how it will play out. I won't short anything. You might want to read my comments on Y2K problems and the market implications for 1999. It isn't going to be a good year in the market. I listened to one economist talking about similarities to 73-74 and how the market could take a 43% hit in the DOW. The whole thing is more serious than most realize and the MM's are just getting it explained to them.

To: Ron McKinnon who wrote (14520)	6/3/1998 10:04:00 AM
From: Beachside Bill	Read Replies (2) \| Respond to of 53068

Wish I had gotten out of VVUS with you. Sold first thing this morning at 7 7/8. TA is good, but news is more powerful. Oh well, win 10, lose 1. Cheers.

To: Ron McKinnon who wrote (14520)	6/4/1998 2:47:00 AM
From: Johnathan C. Doe	Respond to of 53068

The case for Aware (AWRE): I think it is time to put this on everyone's radar screen. Bell Atlantic is deploying ADSL in September and ADSL will be taking off in 1999. It will still be a speculative play situation, but ADSL will be talked about widely like it is something new. Already it is getting more mention in the magazines. Aware is near its bottom of a trading range that has been between 9 and 16. Aware is an ideal trading stock. MM's know the company and it has an alliance with LU for ADSL-Lite. They make everything from ADSL-Lite up to VDSL so they can handle whatever future unfolds. They are DMT standards based. SuperCom is coming up as noted in the following article. ADSL will be a big part of the talk. Consider that Cisco is in the ADSL arena today with Netspeed. That isn't to scare, that is to show it is coming and will be widespread. ADSL is not an easy technology to develop. Amati was fought over with Westell buying and then Texas Instruments getting it in the end if I recall. Aware is associated with DIGI and ADI; very closely associated, but they have LU as a backup to ADI so they have multiple chip sources now. The string of licensing is astonishing and they just signed up PulseCom yesterday. I believe USRX, now COMS long ago announced Aware as their source. It will be the next modem technology after 56K. Revenues might not be much right now, but that all will change. 9 has been the support for Aware and 10 now it seems. The TA is excellent. When the techs come back in favor fully, Aware is known to take huge bounces up even on no news. No Asia concerns!!!! Profit comes from licensing. Low risk/high margin. 22 million in cash, 1.5 million burn rate per quarter, increasing revenues. biz.yahoo.com