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

To: Bill who wrote (5714)	3/16/1999 9:39:00 AM
From: hoyasaxa	Read Replies (1) \| Respond to of 9236

Hey Bill- sent some of your analysis to a buddy of mine who has made a mint in the Aware bubble. Here's his response: Don't know where you got your information but your analysis is flawed in several respects. - Assuming your 24% share of the pie is correct today, that % is certain to grow, probably far outstripping the cable % in the coming years. Something about there being many more phone lines than cable lines in the US/world. - Aware revs are supposed to be over $20 million in 1999, so I'm not sure where your $5 million figure came from. - Aware is being rewarded by the market for being a standard bearer and leader in the nascent industry as well as for its business plan - already turned NI positive due to their low cost base since they don't manufacture shit.