WavePhore (WAVO)- VBI fed WaveTop for WebTV Message Board

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

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To: AJ Berger who wrote (911)	2/24/1998 12:50:00 PM
From: AJ Berger	of 2843

Opps... WebTV is Owned by MSFT now! I kinda forgot about that. Hmmmm I guess that means that while before, we thought WAVO would get a free ride on Window'98 marketing coat tails, as WaveTop would help Windows'98 sales by being portrayed as a "killer" application. It now seems WAVO will have to share some of it's Ad revenue with MicroSoft for including WaveTop in the WebTV for Windows packaging. I guess the greater penetration potential of WaveTop with WebTV marketed by MicroSoft, far out- weights the alledged ad revenue sharing agreement I'm certain WavePhore had to sign in order to be a part of that bundle. I suppose if all goes well with this new medium, that MicroSoft if further likely to simply Buyout WavePhore like they did WebTV. Unfortunautly, we're already at a pretty rich valuation, so there may not be much premium here that MSFT would be willing to pay for WAVO above it's current trading range. I suppose when we see $16 by this July (my forcast) they'll be more profit takers than new investors if MicroSoft has not made noises about buying WAVO by then... Further concerns here is that with MicroSoft's own VBI related patented technologies already mentioned, and MSNBC available in most cableTV markets, WaveTop using PBS for VBI signal input will become a lot less important to MicroSoft and WebTV expecially when they start coming out with Windows CE based Set Top Cable Boxes. The longer term prospects for WAVO certainly do look muddier unless MSFT eventually buys them. I also wonder how much Ad referral's may be going WAVO's way FROM MicroSoft's existing Ad base from all their content providing mediums. I bet MSFT get's a piece of that pie too. Gosh I hope there's gonna be enough left for WAVO to actually get back into the Black this year. I guess that won't really matter if MSFT buys WAVO, however even WebTV had to show a good quarter before MSFT gobbled them up.

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