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

To: TREND1 who wrote (5036)	11/25/1998 12:08:00 AM
From: Tim McCormick	Read Replies (1) \| Respond to of 9236

HAL, you are heading in the right direction. $400M is a lot of money. I believe AWRE is fully valued, and I have been paring back. Of course this has little to do with where the stock trades in the short run. As we get into actual deployment logistics such as loop qualification rates and spectral compatibility problems, the market may have to reassess the speed of deployment. The concept/story stock will meet reality in the future. Whereupon a better entry point should emerge. Yet relative to the concept/reality value differential of most all inet stocks, AWRE's differential is minor. Market cap of ATHM, EBAY, AMZN... is much worse. Tim

To: TREND1 who wrote (5036)	12/5/1998 12:45:00 AM
From: TREND1	Read Replies (1) \| Respond to of 9236

Interesting comments on CNNfn's Digital Jam tonight. 12/4/98 (1) They did a study of who is buying these high flying internet stocks. (2) Not the funds, nor institutions, etc (3) But individual investors, including day traders. (4) The comment was made that sooner or later the "story" type stocks will have a great fall. (5) Let's hope the holders of AWARE can get out quick, when the fall starts. (6) On the other hand maybe AWARE will become another DELL. HAL