David, I am tired of value investors like me losing,and crazy momentum people driving things into the stratosphere. I had looked at WAVO about 6 months ago,at a similar price,maybe a little less(12). Well, is this just one-way push technology over faster connections(144 kbps)? So this is like a really fast Pointcast over Web TV?
But if you get a TV tuner card in your PC,this is one channel you can get? Does it have a lot of multimedia,does anyone get WAVO feeds here,and how are they? It is a good idea,especially about a year ago when Pointcast was hot. I like the fact they have many high profile companies are contributors,and that MSFT,and INTC are involved. It is going to take a long time to get cable access for internet,so this mya have staying power for sometime. TV tuner cards are dropping like a stone,so that will be cheap to put inside your PC. It is good push technology until we eventually need 2-way,which is a few years off. The RBOC's may never upgrade,and I hear ADSL stinks,the big EDSEL. So until TCI/T/ATHM get their acts together,this is very viable. But then again who cares about earnings,multiples,rational thinking. I think the momentum has swung to you people,lets ride it to 30. As long as insiders are not going to sell barrels full,and squash the momentum.
Hiram |
