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Technology Stocks : WAVX Anyone?

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To: WTSherman who wrote (6817)5/15/1999 2:38:00 PM
From: SDR-SI   of 11417
 
WTS:

In response to:

> > >What I'm struggling with is how this can really get off the ground. Without widespread deployment of PC's or other devices with the technology imbedded it doesn't seem like many providers will have a big interest in building their delivery systems to use it. This is sort of a catch-22, or chicken and egg scenario, no? < < <

You are certainly correct that "without widespread deployment of PC's or other devices with the technology imbedded ..." the concept cannot be financially successful.

IMHO that looking at the companies that are lining up with WAVE, makes one believe that massive deployment is not an impossible goal.

IMHO that looking at the concept that the WAVE/EMBASSY system makes possible the realization of the beneficial economics of entirely new business models (data broadcast, incremental publishing, etc.), makes one believe that massive deployment in new e-commerce models is around the corner.

IMHO that looking at the fact that there are few readily available challenges to the WAVX/EMBASSY "trusted client" concept makes one begin to believe that the goals of universality and ubiquity may not be beyond reasonable chance of achievement.

All of these things are at least part of my own personal evaluation that keep me thinking that the evidence at this point leads to an evolving increase in the probability of success in this "certainly not a sure thing" market.

Although in an ideal world your comment "(p)lease don't bash me if the answer is obvious" shouldn't be necessary, this is not an ideal world, nor is the concept 100% obvious, nor 100% guaranteed, and there will always be those who bash those just beginning their quest to see if this is a good investment for themselves; but hopefully the understanding of your position by most, and your own confidence in your ability to decide what is best for you, will overcome any intolerance exhibited by any bashers who do show up.

Steve
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