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Technology Stocks : WAVX Anyone?
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To: ecommerceman who wrote (7461)6/16/1999 4:05:00 PM
From: Stephen L   of 11417
 
I still believe the company has great prospect and a creative management team. Gilder is a board member, but I suspect that has a bit to do with where he lives. He should be a great sounding board for how WAVX products and services can position themselve not only in e commerse but more importantly in the broadband commerse channels. A hardware commerce solution will be great when OEMs start distributing dirt cheap PDAs or Net Boxes to consumers with then intent of recovering costs through monthly connect charges and low transaction fees. By pushing the rent-to-own concept I think they will be able to reduce the sticker shock of "big-ticket" digital products (games, software apps etc) to moderate income users. You will only pay for that which you have been and want to continue to use. This will help get over the net-phobia of paying for Digital content and should help nurture an on-line commerce economy somewhere between the old shareware (I actually did send checks when I used that stuff) and the current software/digital product distribution system. I still wish they had a more prominant software only solution (there are all sorts of clever encrytion toys out there include some cute quantum computing based algorythms that would drive the NSC crazy). Hardware is great but too fixed.
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