WAVX Anyone? Message Board

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Technology Stocks : WAVX Anyone?

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To: Deano Ferrari who wrote (2579)	6/6/1998 11:12:00 AM
From: Pure Folder	Read Replies (1) of 11417

Deano: We'd be interested to know where you heard about this IBM order. There have been countless rumors on the Yahoo thread that have not panned out, and we have had our miscellaneous (aka msc) rumors on SI as well that have not come to fruition. I'm not sure your numbers add up, btw, but perhaps others can comment on that. It would take a lot of PCs to justify a $100M order given the per-unit cost of the WAVX chip. On the other hand, IBM obviously is a logical purchaser given all we know and what the company has said. As you may know, the order technically would go to SMSC (or Nat'l Semi should they come on board before then), not WAVX. WAVX's revenue comes from consumer usage, not the initial hardware purchase. Pure Folder

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