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Technology Stocks : WAVX Anyone?
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To: Trader X who wrote (5836)3/5/1999 6:53:00 AM
From: Harold Lehman   of 11417
 
<<My feeling is that, as a chip company, WAVE-X will be considered a commodity company, and valued as a commodity company...>>

T-X, I believe that your analysis is wrong in assuming that WAVX will be considered a commodity. Semiconductors and dram chips, of which there are different manufacturers, are considered commodities. Who's competing, on the hardware side, against Wave? TIA for your answer.

Harold

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