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Technology Stocks : WavePhore (WAVO)- VBI fed WaveTop for WebTV

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To: Joe Valente who wrote (679)10/7/1997 11:13:00 PM
From: Paulster   of 2843
 
Joe,
I agree with your take on WAVO vs INDV. WAVO is a three headed beast with strong points in each division (as you pointed out) and INDV has two with the one division really hurting.
Networks is the workhorse right now bringing in a constant $ stream. Great division and solid with a proven track record.
Newscast is quickly gaining ground both in seats and dollars. It passed INDV in both areas last quarter and with the purchase of Paracel will continue to grow inleaps and bounds. Good management out of Dallas and always getting more and more good exposure (look a few posts back about the First Chicago deal written up in Webweek).
Last we have WaveTop. I did not think it would do much early on but I am singing a different tune now with all the MSFT/PBS exposure. This bad boy could put us over the top and take us to the promise land.
I know I sound hyped up but I am. I bought in at 14.25 and again at 6.75. Been long for 2 years and it looks like it is paying off. I also bought INDV at IPO price for around 14. Sold at 20 and never looked back. Freeloader was the tip-off.LOL
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