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Technology Stocks : WAVX Anyone?

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To: cm who wrote (8534)8/1/1999 4:42:00 PM
From: cm  Read Replies (2) of 11417
 
For An RB Poster: Isenberg, Gilder "Disciple."

I sent Isenberg an e-mail about two weeks ago re: Wave Systems, with specific reference to whether or not he feels that Wave represents a disruptive technology.

He does NOT. He sees it as a "sustaining" technology and questions its value when "software solutions" are readily available.

I note this only because there seems to be some belief that there is unanimity among the Gilderites... and there isn't. I'm not disheartened by this fact, though. At least his disagreement isn't premised on a short play or the desire to manipulate opinion.

FYI... Best Regards,

c m

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