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Technology Stocks : WAVX Anyone?
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To: leonard goldberg who wrote (494)8/11/1997 10:49:00 AM
From: andrew peterson   of 11417
 
Frankly, I don't get it. Wave hardware on 300,000 modems. 300,000. And the stock dips. I think this is a great deal which will pay off in a significant way down the line. But it looks to me as if the market is focused entirely on a WAVX deal with U.S. PC makers. That's important, but we're talking about 300,000 potential WAVX revenue generators. We're talking about an installed base. This is good news.
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