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Technology Stocks : WAVX Anyone?

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To: M. Frank Greiffenstein who wrote (3812)9/9/1998 7:09:00 AM
From: Harold Lehman  Read Replies (1) of 11417
 
Jas and Frank,

The article is about the cutthroat competition that's probably going to soon emerge in the server market due to the commoditization of the pc market, so "If the big computer makers are going to survive, they will have to focus on other revenue streams to maintain their gross profits." Thus they turn their sights to the server market next.

An obvious revenue stream for the oems, as pcs become a commodity, is the Wavemeter. And since we're talking about lower profits on each pc, the Wave impact could be huge for them.

Also, I'm no computer whiz, so I don't know if this would be compatible with the technicals of the Wave chip, but it seems that if servers become cheap enough, Marty and/or others could more cheaply market their version(s) of Debbie Does........<g>

HL
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