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

To: Scrapps who wrote (5337)	12/31/1998 1:34:00 AM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 9236

Johnson also pointed out that relative to the two most prominent technology IP companies, MIPS and Rambus, Aware has an attractive enterprise value to revenue ratio coupled with strong revenue growth. He believes that these two factors are not fully reflected in today's stock price. ''In addition, both MIPS and Rambus are operating at or neat their respective operating models, while Aware is approximately two years away from reaching its operating model targets,'' said Johnson. ''As such, we believe the possibility of multiple expansion combined with increased profitability over time should continue to drive the stock.'' When you read this kind of stuff and ponder Bill V.'s earlier statements about the quality of Aware's business model, you get a clearer idea as to why I hammer this guy all the time. After all; you and I both knew better and knew what is stated above long before it was ever printed in public form and at the same time that Bill V. was making is "educated" analysis of AWRE's business model. P.S. - I know this is old news now, but I just was reading it tonight; don't use the public news services all that much in making my position decisions.