WavePhore (WAVO)- VBI fed WaveTop for WebTV Message Board

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Technology Stocks : WavePhore (WAVO)- VBI fed WaveTop for WebTV

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To: David Gardiner who wrote (1125)	4/4/1998 1:25:00 PM
From: James Wright	of 2843

Keep in mind that all the growing excitement over WAVO, WebTV and broadcast content depends on having a TV tuner in your computer. WAVO is hot right now, but the company has no profits and no prospect of any profits for a long time. In contrast, without a TV tuner, WAVO and WebTV don't work. Thus, if you want to buy into this emerging technology (which is being heavily pushed by Microsoft as part of Win98), you can buy HAUP. HAUP makes the TV turners needed for this technology to work, and reportedly will be pushed as the preferred vendor by MSFT when Win98 comes out in June. In addition, HAUP is showing a profit now, and has seen a 25% rise in just the last two weeks. The market is waking up to the fact that the smart play with this new technology is HAUP. In contrast, WAVO will need to continue sinking lots of money into R&D and infrastructure investments for a long time before it will show a profit. I don't know about you, but I'd rather be smart and buy into this exciting area with a company that makes the hardware needed for WAVO and Win98 to work, and enjoy some profits now rather than a year or more from now.

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