Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jim S who wrote (4681)	11/13/1998 10:31:00 AM
From: Bill	Read Replies (1) \| Respond to of 9236

Telechoice has spent the most resources of any of the market research firms in this sector. Their market forecasts have declined steadily each time they've been revised. I believe the 99 number is now in the 3 million range, but I'll have to check. My own view is that ADSL deployment doesn't get to 3 million until 2000-2001. In August, I took a stab at AWRE's revenue model based on some gut assumptions at the time. techstocks.com Some of these assumptions were challenged, perhaps legitimately, by a couple posters. I'll be updating this analysis in the next few weeks. Good luck. Bill Vaughn