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

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To: David Gardiner who wrote (896)2/17/1998 9:12:00 PM
From: AJ Berger  Read Replies (2) of 2843
 
Intels Intercast; a distraction to WAVO Investors?

It gives the impression the little WAVO is up
against Huge Intel in the "market". I think
that despite Intels close relationship with
MicroSoft, WAVO will get all the developement
and marketing benefits, and Intels product will
continue to be secondary. Intel often clouds
a market with their presence and still does not
get very far with it. Just look at the years
and millions they've put into video-conferencing
product with little success. They are spoiled
by over 50% margins of CPU semiconductors to
put full conviction into these thinner margin
markets. They will continue to be high price
wannabee's and a distraction to Investors here,
but what can we do. They have to keep their
fabrication plants pumping out something useful.
Why else would they bother with the razor
thin margins of the Graphic Chips market?
(Now if they'd just focus on the PC100 spec Memory
chips we'll need this year to enjoy the new
motherboards, they'd really cash in. Problem is
anything smelling like DRAM make Investors run
for the hills, Oh well.) Investors should not
discount WAVO's relationship with MSFT. I suspect
there is A LOT more to this than meets the eye.
I will reveal my suspicions in a few more days.

P.S. Dave, be patient with your installation.
This stuff is pretty tricky. When I beta test
I use a "clean" install of Window'95 and the
latest drivers. You may be suffering from
buried conflicts in your machine. Also you
should try their beta forum. It's pretty
quiet, but questions are answered promptly.
Email your beta test contact for the address.
My TV card installed LickitySplit, but the WaveTop
software needed a tech support trick to get back
on track, which I'm sure they'll sort out by
release date. Now it all runs like a dream.
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