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 2:09:00 PM
From: BGL	Read Replies (1) of 2843

Sure thing! I don't know why WAVO hasn't made it clear that they are part of WebTV. I have never understood why they have not explicitly stated their relationship and licencing fees with Intel, Intercast, Microsoft, etc. I guess it's technically OK to date, because WaveTop is not officially out and maybe they feel they don't have to explain this relationship to investors until then. However, when it does happen, it should be explicitly stated what the licencing and royalty fees are. I suspect they may not be making this clear because they are getting ripped off by MSFT in order to be included as a one-button link from Win 98. In the long run, I am in favour of this as if will increase market penetration which will be WaveTop's biggest challenge. WAVO research stated that they found their potential clientele willing to pay for WaveTop... I feel the company should take them up on this offer for the sake of shareholder value and cash flow. I believe WAVO should have a couple of free channels (like PointCast) and then have a premium pay service. This is a classic marketing approach done by every video game company. I believe that if WAVO was ever going to be included in WebTV (the pay service one with the TV sets), it would have happened already. Datacasting hasn't got off the ground and already the industry has "shaken-out" from lack of funds. The only reason WAVO has kept afloat is because of Deed's apitude for financing and the split-division business model. God knows how PointCast stays alive. I personally believe that WAVO should get into the TV receiver card business. It would be a way of vicariously bennefiting from their competitor's success and mitigating any inroads into WaveTop's market. Hauppage's stock is low... Upside: * WaveTop Hype * Windows 98 Hype * $14.5 by June/July. Downside: * WaveTop is already half a year late... * Money is running out * Advertizing revenue is always fickle * If the bottom line doesn't get any better and WaveTop underperforms, this stock will get hammered by tax-loss selling ($5.5 by Dec 31). Comments... BGL

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