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


To: Norman Klein who wrote (4073)8/18/1998 10:11:00 AM
From: Bill  Read Replies (1) | Respond to of 9236
 
I still don't like the business model. Licensing/royalty IS the plan and it doesn't generate enough revenue to make this a highly valued company.

As for a buyout, one should never count on that. Of course, AWRE could be acquired, but so could companies that offer a better business plan.

As for my success in shorting this three times and making money, I agree with you completely that it was pure luck. For whatever reasons, I timed the peaks and valleys and got lucky. But, unlike previous, I don't expect a run-up from here. Some ebb and flow within 50% range of current prices, but not a double or triple.

You really didn't comment on my market assumptions or positioning issues for AWRE within the market. I really believe the stock is down because of the very issues in my previous post.



To: Norman Klein who wrote (4073)8/19/1998 11:22:00 AM
From: Sir Will Lancelot  Read Replies (1) | Respond to of 9236
 
Norman,
I enjoyed your thoughts and comments. The only dispute or correction I have is to your comment that Aware might get "back" into hardward or product later. They never have been in real product I don't believe. Royalties and liscenses is Aware to date. They might be able to subcontract production when a suitable niche presents itself....