WAVX Anyone? Message Board

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Technology Stocks : WAVX Anyone?

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To: andrew peterson who wrote (5850)	3/5/1999 7:03:00 PM
From: Trippi	Read Replies (1) of 11417

TraderX -- I understand your thinking on the commodity valuation -- but I believe it will be proven wrong. The partners and content providers that WAVX has deals with -- will signal to everyone that this is not your father's chip company. IF anything you may be right for a short period of time -- We ship X million chips -- and the street says OK X million chips @ $5 = Y Revenues. But then the cut from the meter kicks in -- and that will be when the street says -SCREW THE CHIP ITS PEANUTS!!! Lets see Xmillion WAVE accounts spedning Y each year with Z growth in new accounts = somehwere between Yahoo and AOL -- this is my point either they succeed at changing the way we commerce is transacted or they don't -- If they do -- you are right for the first few quarters the street may only see revenues through the number of chips shipped -- but shortly thereafter there will be a revenue stream that no other Chip company has -- The Cut from the Wave Accounts -- at that point the street won't care about Chip revenues -- it will be simple math -- how many WAVE accounts -- How much is being metered, how fast are the number of accounts growing. Trippi

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