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Technology Stocks : WAVX Anyone?

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To: Philip Geiger who wrote (4549)11/9/1998 8:49:00 AM
From: andrew peterson  Read Replies (1) of 11417
 
I don't find this news to be a big surprise -- it was implied by ITE's involvement in the initial Embassy announcement -- but it's really nice to have this push and it gives us more forward looking momentum. I like the indication of strong demand from ITE's customers. And I like the wide variety of IC's on which ITE will embed the system. I really like the Microsoft link through Windows CE development. But I guess even with all of this, I'm not exactly expecting a big reaction by the market because the time line is probably too far out still in terms of revenue for WAVX. But we've got an incredible future lined up here, which makes the company a bargain at these prices. I feel more confident about WAVX than I ever have.
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