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

To: Norman Klein who wrote (3984)	7/25/1998 1:37:00 AM
From: Tim McCormick	Read Replies (2) \| Respond to of 9236

NK, a poster on the yahoo thread said that on the WSTL CC that WSTL said they would not benefit from the recently announced LU AnyMedia switch deals with FRO and SBC-hmmm. Also, on the AWRE CC the only substantial thing I gleaned was a change in strategy away from any manufacturing to a pure royalty business plan. This may have been the "Bender issue" Tim

To: Norman Klein who wrote (3984)	7/28/1998 9:47:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 9236

Norman, the perception that Westell is a CAP company is some ridiculous misperception that is constantly repeated. Westell is not line code specific and there DSLAM works with anything you can throw at it. Line code is not significant. DMT is better than CAP, but it isn't that hard to go either way. Westell has had well over a year to respond to the line code issue and has. It is Bell Atlantic that is happy with CAP for now. It is purely what is cheapest to deploy that determines which is used. The differences are negligible. Don't let anyone fool you any other way. As for the business model for Aware, H and Q loved the model over a year ago and it is simply a timing issue as to the stock price right now. Sentiment is an indicator of how close we are to this gelling; not whether it is good or not. ADSL is still out. It won't be over the next year or so. I'm happy to wait. Look at the ride AMTX took everyone. People who bailed out in its drop to 7+ lost bigtime and look how it ended up. Why fret the day to day price moves; play the stock; don't let it play you.