WAVX Anyone? Message Board

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Technology Stocks : WAVX Anyone?

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To: M. Frank Greiffenstein who wrote (1526)	4/2/1998 4:23:00 PM
From: Wahoograd	Read Replies (1) of 11417

Infosafe may not be serious competition... Aside from reading about the company in Wave's Annual Reports and the weblink posted by Doc Stone (http://www.icc.net/news/index.html), I know very little about Infosafe. The only other thing I know is that the metering component is installed in a box that has to be connected to PCs and Servers. This would be much more cumbersome and expensive than Wave's version of the technology. After reading the weblink to Infosafe's 'business wire', it appears that Infosafe has adopted a much more limited approach than Wave. The 'business wire' doesn't even mention the name of the two Fortune 1000 companies that are using Infosafe's metering and security service. This seems rather odd, given the importance of recognition and publicity in this industry. Assuming Wave's technology is adopted by one or more major OEMs, their meter should rapidly achieve recognition as the standard for an economical hardware solution to augment encryption software in the PC. Developing a market strategy around the major OEMs and computer services companies is obviously a much stronger strategy for long-term success than trying to sell a metering and security service piecemeal on a company-to-company basis. Beyond that, Wave has established a lucrative content distribution strategy. I don't have any information on the current status of litigation between Wave and Infosafe, however if Wave becomes very successful then Infosafe (like Microsoft's and Intel's competitors) may try to sue them. If anyone familiar with patent legal issues can tell me, it would be interesting to know if Infosafe would have any grounds to even bring a suit (not that it would have any merit) considering the fact that they have taken a totally different approach with the technology. Their business strategy and configuration seems to have very little in common with Wave.

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