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

To: Tim McCormick who wrote (6336)	5/17/1999 7:21:00 PM
From: Michael F. Donadio	Read Replies (2) \| Respond to of 9236

Tim, It's clear AWRE has done disproportionately better than other ADSL stocks. A good time to sell. Next month the defacto g.lite standard is replaced with a real one. AWRE's business model also seems to have limitations. When Amati was king, they strove to enter the production of the equipment because they did not feel they could do well enough on royalties alone. The royalties were only to support R&D. The same would be equally true for AWRE. Forbes has a list of companies to invest in for broadband. AWRE is part of the group. So is TXN: forbes.com <<But these more established names do not represent the same margin for growth or return on investment as investing in a relatively young broadband company. Therefore, here are five companies that we think could become the big players in broadband: Aware (nasdaq: AWRE), Cube (nasdaq: CUBE), Com21 (nasdaq: CMTO), Terayon (nasdaq: TERN) and Texas Instruments (nyse: TXN).>> All the best, Michael

To: Tim McCormick who wrote (6336)	5/19/1999 12:27:00 AM
From: SpongeBrain	Respond to of 9236

Wow, all sells? I may reconsider holding this, there may be others to hold instead. Thanks for the info

To: Tim McCormick who wrote (6336)	5/23/1999 11:31:00 AM
From: Blue Voodoo	Respond to of 9236

How big are Tzannes et. al. sell filings relative to their total holdings of awre? If 10 to 60 k shares is a large fraction of their total holdings, I'd worry about the signal. If its small (and I think it is) than these sells are basically the multi-millionaire's equivalent of going to the corner cash ATM, or at most portfolio rebalancing. BTW, I think the official crowning ceremony for g.lite will at least get awre some positive publicity, which can't hurt. I'm holding shares and June 60 calls.