David, well it seems like a lot of people don't believe in either company very much,every rally in either one has been met with stiff selling it looks like. Well,it might be that a lot of people associate like me Wavetop with WAVO. And the Web Tv concept is not a great one to a lot of people,except MSFT. Web Tv has survived,but barely,due to MSFT,but they have had their problems like last week. Web TV networks was shut down for a day or two,and I read you had to detach the unit(Web TV Plus), or you could not receive TV either.
But all things have their growing pains,and I believe the day of the desktop for a comunication tool is numbered. We need a better way to enjoy family type viewing,and a network appliance attached to your TV seems like a logical solution. The advanced boxes made by GIC may also be another way. But this is a great 5 year interim plan,until we either get cable modems or VDSL(might be longer). Its a great way to increase speed without having to wait for the infrastructure to be built out. I am thinking of purchasing WAVO,though their cash position is precarious. Are they planning on a secondary offering or other financing method to increase cash? The rest of their fundamentals look alright,and it seems fairly sound.
Does anyone know anything about S-3's,convertable preferred stock,or other debt offerings in the future?
The charts of WAVO and HLIT look very similar,both waiting for breakouts.
exchange2000.com
Good article I have not read yet this week from multichannel about VBI technology.
multichannel.com
Hiram |
