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

To: richard li who wrote (5944)	4/10/1999 5:36:00 PM
From: Elroy	Respond to of 9236

Some hedge fund manager likes AWRE forbes.com On April 8, Aware jumped on the news that Nortel (nyse: NT) would sell DSL equipment to Bell Atlantic (nyse: BEL) for its DSL service. As you may have guessed, Nortel uses Aware technology, leading to another run-up in the stock. Nortel uses AWRE's technology? Wonder how the writer decided this? Elroy

To: richard li who wrote (5944)	4/11/1999 6:09:00 PM
From: richard li	Read Replies (1) \| Respond to of 9236

the score so far, 12/31/98 10K adi: full rate adsl in '93, lite in 3/98 lu: licensed lite siemens: lite in 8/98 coms: full rate adsl stm: lite in 12/98 the vast bulk of awre revs today is contract research and product revs, mostly eval kits and gear for would be adsl makers. going forward, they will be relying on the above companies to make the chips to integrate into systems and peripherals. '98 royalty revs were about 418k or 3.6% of total revs. for revs, the best is yet to come, but i'm already wondering what is their next act. my theory is that lite is only a transitional technology and that new flavors of xdsl will appear. how long lite has the market is the $64k question. awre's partnership with adi is strategic, adi chips have been designed in more than anyone else. but adi and others can go to ti, alcatel, pairgain, orckit for the next generation in intellectual property, asic cores, and software. someday, "aware" will become "beware"... <vbg> (sorry, that was too tempting to pass up) -r