WAVX Anyone? Message Board

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Technology Stocks : WAVX Anyone?

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To: D.Teague who wrote (1292)	3/6/1998 4:38:00 AM
From: twoveg	Read Replies (1) of 11417

Thanks to all for the info on competition (real or otherwise). One further question, I noticed that Digital's Millicent program is mentioned in the AT&T/Mondex article, but there were no details of exactly what it might be. If it turns out to be a metering system then it seems like it could prove to be significant competition in the future. My (simplistic?) reasoning for that statement is as follows - Steven Sprague's post, way back, identified installed base as being one of the key requirements for success. So, now that Digital are part of Compaq - 18% overall PC market share in the US (IDC figures) but with 70% mkt share of the sub-$1000 PC (ie. home) market (Computer Intelligence figures) - they have a well-known brand name to leverage and potentially a ready-made route to a very large market for their technology (if it exists) ? Anyone know anything about the Digital solution ? Thanks. TTFN Twoveg (P.S. I opened my Wave account on Great Stuff today too......)

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