Why WAVX initiative is more exciting than E-Commerce
Here's one stupid example of a real life situation that I personally would benefit from, and pay a premium for, if and when it becomes available: I spend a considerable amount of time and money to be able to enjoy a high speed internet connection at home for one embarressingly silly reason. I love trying the latest video games. I spend hours in line on line at ftp servers trying to get the very latest 40mb Demo Game to play with. Imagine that WAVO's expanded bandwidth VBI dumped that new game into my computer's hard drive on the release date while I slept or worked. I would gladly pay a small subscribtion, or endure advertisements for this privalege. Further imagine that Demos often hit the Internet when a game goes Gold. Gold meaning that the final version of the game is send to the CD Disk makers for copying packaging and distribution. Theoretically, WAVX could envelope the whole game, not the demo into my computer using WAVO's VBI. So while I'm frothing at the mouth over the latest demo, I get the option to buy the actual game auto installed weeks before it hits the shelves. I give somebody a credit card over the phone, they give me a password, and boom, I have a 3 week jump on all the game secrets over the rest of the world. Not only might I pay full retail for this privalege, but I'd probably do it on more games then I actually bother buying the traditional way. That's because after playing a demo, you often get distracted by another game demos, and your interest in actually purchasing the game waxes and wanes. But if WAVO could get me at the peak of my enthusiasm by offering the full game right on the spot that's already sitting on my hard drive in a WAVX envelope, then I'd spend like crazy.
E-Commerce ventures are do able by any bozo with enough money and
marketing alliances, nobody needs WAVO for that. But Pay per view,
and distribution of Software using VBI is almost exclusively WAVO's
domain, and it's that potential that will make me a long term
investor in this stock once the current market hype settles down.
E-Commerce just attracts the fleeting DayTraders, but profitable leveraging of VBI will attract real Investors.
A fact to consider. (according to Mecklemedia)
Over 16 million homes have Cable Modem capability, but only 100,000
of them actually subscribe. In the Cable TV business, that level of
market penetration SUCKS, and is why you may actually see cable TV
companies decellerate their Cable Modem offerings. This is why
new life is being breathed into ADSL'like high speed phone service.
The hope is it's cheaper to upgrade phone switching equipment for
that, then CableTV systems for Modems. Anyway, if VBI could imerge
as a viable, troublefree method of high speed software distribution,
it would undoubtably be a big hit. Judging what WAVO's done so far,
they may not be able to make the client needed to leverage their VBI
properly. Maybe If I'm very lucky, MicroSoft will give them some help
getting their Software in order, so when Windows2000(NT-5.0) is out,
maybe then WaveTop will be a pleasent consumer experience, that really
does generate revenue for Wavephore after all... |
