Hello Jas,
I agree with your viewpoint. The article about Wave and the comments from the analysts really made me laugh. Where do they get these so-called experts?
I feel very confident that I can respond to the article and our good friend Doc as a true expert in the field of consumer behavior. Especially when it comes to purchaseing habits. My background is consumer marketing (25 years) and their is definately a strong trend toward consumers choosing to lease or rent versus buying. Look at videos for my first example. The rental market blows away the purchase market. Then look at telephones, furniture, time-share, airplanes, cars, etc. They all created leasing/rental markets valued in the billions. IMO, the trend of ownership (in many categories) has shifted dramatically to lease, rent or rent-to-own.
And privacy...that's a joke. Every credit card company knows what we buy, telephone companies know who we talk to and the list goes on. Wave is just another company that will have information on it's clients.
IMO, WAVX has opened the door to the next level and is close to reaching its goal of critical mass distribution. Once a few of the OEM's start testing the software bundled program they will see very positive results...guaranteed. Imagine buying your new IBM and inside the box is some really cool software...especially games. Don't you think a large percentage of the buyers will be intrigued enough to give the rental program a test drive...just out of curiosity? Especially when they are guaranteed a 20% discount off the retail price if they buy through rent-to own wave meters. It is a NO BRAINER.
However, the down side is you have to have "field" test results to really make it big. Which means at least a few million computers have to be out there for 3-4 months before accurate results can be read. But if they get the right software bundle program, the test results should prove to be very successful. Then the OEM market will all include wave meters and the Internet content providers will all make their web sites "Wave Enabled". Especially with the increased band width.
Be patient all, it will probably take a year before wave hits that home run.... But so far they have a double and I'll take that every day.
Cheers......John
P. S. Hey Doc, if you read this far...thanks for the article link, but I think you are reading the market wrong on wave...! Good luck with your other stocks and hope you decide to stick a piece of wave into that longggggg portfolio. Also, read Bill Gate's book, "The Road Ahead". You will see a great deal of the book addresses Micropayment predictions and what the future has in store.
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