24601,
<<First, ESD is electronic SOFTWARE distribution. But content other than software also
can be distributed electronically. One example is plain old data. >>
Duh, really???? 24601, I am getting the imrpession that you spoil for a fight where none exists. Better re-read my post.
<<Thus, Wave is not
limited to ESD.>
No, it is not, I never said it was limited to that. And GM is in the car industry, but they also do home finance.
<< Second, the electronic distribution of software and other content is a subset of
e.commerce.>>
An obvious implication of what I said. Maybe I need to be more explicit in the future, but I think this point was a major implied idea of my post. WAVX is not a mail-order style Internet business like Amazon.
We need some measure of WAVX's market share in the future, and the ESD segment is a better indicator than the general E-commerce figure. Maybe not a perfect measure, but the best around,
<< Third, e.commerce is not limited to the internet. That is the importance of distributed
metering. It can function without a tether to the web (or to any network, for that matter).
WaveEnabled content can reach users in any digital form: over the air, through a wire,
or on physical media. Only occasionally must the user must go online, to replenish his
WaveAccount. Accounts are settled and the WaveMeter is reset. Even your gas pump
periodically squares accounts with its back office. >>
Uh huh, and? I never said ESD was tethered to the web. ESD is just that, "electronic".
DocStone |
