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To: Ron McKinnon who wrote (15369)	7/18/1998 1:21:00 AM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 53068

I'll hype AWRE till the cows come home if it falls into the 9's; might really want to take a look at that one on Monday. Just understand that it isn't a day trade, 6 to 9 weeks on the play and it moves contrary to the market usually. If the market collapses, you might see AWRE up several points. Nice kind of thing. Ron, I don't care at all how you feel about me, don't even consider it for a minute. Still think you should take a look at AWRE.

To: Ron McKinnon who wrote (15369)	7/18/1998 12:06:00 PM
From: DanZ	Read Replies (3) \| Respond to of 53068

DWRX. Hi Ron, I was just wondering if you have an opinion on DWRX. The chart looks like crap so I'm not really looking for any comments based on TA. I am primarily interested in comments on the FA that I worked up yesterday. Most of the book value is "real", i.e. they have very little in the way of intangible assets. If you take their current assets ($7.78 a share) and subtract their total debt ($3.12) a share, you get $4.66 a share. This gives zero value to their long term assets (equipment, software, intangibles, and other long term assets) and is about what the company would be worth in a total liquidation. Considering that the company isn't in liquidation, I think it is severely undervalued at $9. I realize that they are going to miss the estimate by about 13 cents this quarter (estimate is 23 cents, company says about 10 cents) but the stock is down to a price that is way below what it is worth IMO. Is this is a stock that you would buy and hold? I'm planning to put it away for a while and was wondering if you see something in the balance sheet that I missed. My "long term" target is 12 to 13 although I would take 10 to 10 1/2 if I get it fast (like next week). Did you really catch a 500 pound tuna? WOW, that's almost a bigger catch than a nice flip lol. I'll be out of town on Monday and Tuesday. Best of luck trading. Thanks, Dan