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

To: sargent who wrote (4671)	11/13/1998 12:45:00 AM
From: TREND1	Read Replies (4) \| Respond to of 9236

sargent you wrote <<We have assumed for our financial forecasts that Aware and its partners will control roughly 30%NOT 100% of the market for ADSL....we believe our assumptions for Aware's market share to be conservative." "The most important investment risk is the rate at which the market for ADSL develops." >>> sargent The reasons I dropped AWRE !!! Too risky for me !!! Larry Dudash

To: sargent who wrote (4671)	11/13/1998 12:57:00 AM
From: Scrapps	Respond to of 9236

Thank you Sargent, I'll check into obtaining myself a copy. This part is intriguing... "There are currently no other ADSL IP companies established." That should generate some interesting debate about ADSL intellectual property .

To: sargent who wrote (4671)	11/13/1998 8:21:00 AM
From: Melissa McAuliffe	Read Replies (2) \| Respond to of 9236

I'd like to find out how much awre is getting in royalties. If units are going from 75,000 to 5M and revenue is going to 20M, how much are they getting per unit? Did they give any projections beyond next year? When they say awre and it's partners will control 30% of the market for ADSL are they saying that the "lite" portion will be 30% of the total ADSL market? I don't know about anyone else but I am finding this whole thing to be very confusing.