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

To: Joseph Colombo who wrote (3872)	6/25/1998 2:38:00 AM
From: Scrapps	Respond to of 9236

Joseph, I understand what you're saying...and with almost 30 years in the telephone business you sure shouldn't have to pay to watch it acting like paint drying. I admit to being miffed as to why we aren't up to 20-25 bucks per share...just using the TXN purchase of Amati as a basis to justify that price, not to mention the other deals which have come Aware's way since then. A couple weekends back I re-evaluated my position in AWRE and came to the conclusion it was still a hold and I'll add to my position when it drops under 11. More has happened this month alone, then in the first six month of the year with xDSL...those companies which can't get their hands on cable will be eyeing xDSL...SO I feel things will be happening soon...BUT I've thought that for some time now. Maybe I should just say I'm miffed! and leave it at that.

To: Joseph Colombo who wrote (3872)	6/25/1998 11:00:00 AM
From: Scrapps	Read Replies (1) \| Respond to of 9236

SBC outlines expansion plans for data age By Mark Egan Thursday June 25 6:51 AM EDT LOS ANGELES (Reuters) - SBC Communications Inc. has outlined plans to spend $600 million over the next three years and more than double its sales force to upgrade to a high-speed digital network capable of meeting the explosion in demand for data services. The San Antonio-based Baby Bell's plans revolve around switching to a network based on Internet technology, called Internet Protocol, which will allow it to offer everything from digital phone calls and better telecommuting to building entire "virtual" computer networks for business customers. Dave Gallemore, executive vice president of SBC, told reporters in a conference call the company plans to add about 1,000 new sales people in the next 18 months to its current force of 800 sales executives. It will also add 800 additional support staff. The increase in spending is in addition to the $3 billion the company has already spent in the past three years to upgrade its network. The new Internet Protocol network will allow SBC to offer data, video and voice capabilities to all of its customers. "Data networking is as much SBC's core business as is voice and our data capabilities and product offerings have to be equally comprehensive," Gallemore said. He said SBC will begin offering "voice over Internet Protocol," which will transmit calls in digital bits. SBC is planning to start trials of the service this year. Gallemore said SBC is primarily committed to serving business customers of all sizes. Toward that end, the company will offer a wide range of business data networking services. The linchpin of its business strategy is to offer local telecommunications services in the largest 50 U.S. markets. "That will put us in a position of serving our major business customers in a network feed across the 50 largest U.S. markets," he said. "That's a real critical first step and we believe it separates us from the pack as far as other regional Bell operating company competitors." One of the new services will be a "virtual private network" for business customers. That network will offer business customers' employees access to business software staples like a word processor, spreadsheet and email software over a local area network built and supported by SBC. Gallemore said that product would be particularly attractive to small- to medium-sized businesses that either do not want, or have not have the cash needed to build their own network capabilities. On the residential side SBC will aggressively market high-speed Internet access to home customers. It also plans to offer secure telecommuter connections between the home and workplace by allowing customers to connect with their workplace network through their home computer. SBC is rapidly expanding. It is seeking regulatory approval for its proposed $61 billion merger with Chicago Baby Bell Ameritech Corp., which, if approved, would make it the nation's largest local phone company. It is also acquiring Southern New England Telecommunications Corp. for $4.4 billion. SBC told the House Judiciary Committee Wednesday it has no plans to acquire a long-distance phone company saying it was too busy completing its deal with Ameritech.

To: Joseph Colombo who wrote (3872)	6/26/1998 2:10:00 PM
From: Peder E. Angvall	Read Replies (3) \| Respond to of 9236

I am fairly new to this thread and do not own any AWRE (I am thinking of buying some) and I am curious why you think it should be in the low to mid 20's. The last two Q's revenue growth are at about 10%(1.8M v 1.7M and 2.0M v 1.8M), the price to Sales Ratio is 35 (compare that to Orckit's 9.7 and Pairgain's 4.5), their Net Loss/Quarter appears to be accelerating and with the big guys getting into DSL (such as Cisco buying NetSpeed), it appears to be a very sick company. To me, it looks overvalued at $11 and without a buyout, I can't really see any fundamental reason why the stock should be higher. Again, I'm not trying to badmouth the stock, as I don't have any investment in it, long or short, I'm just wondering if I am missing something here. PA