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Technology Stocks : WAVX Anyone?
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To: Frank Herlant who wrote (504)8/19/1997 10:52:00 AM
From: Heber C. Pierce   of 11417
 
Frank,
Was the change in the IBM relationship something you sensed or did they simply say that the relationship had changed. The next question is to determine if it was a positive change or a negative change. I don't think there can be a neutral change in this instance. Either you have a revenue producing relationship or you don't. Or IBM's technology has leapfrogged wave and they are no longer of any primary importance to them. If so, I doubt that any OEM will look at them seriously. I hope this is not the case...Any observations anyone??
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