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Technology Stocks : WAVX Anyone?
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To: SlateColt who wrote (5860)3/6/1999 9:30:00 PM
From: andrew peterson  Read Replies (2) of 11417
 
Slate -- for what it's worth, I appreciate your raising the issue of valuation again. I just haven't had time or focus to respond to it myself but I think it's a key question. It's come up from time to time as long as I've been on this board (which is quite a long time by now), but until recently it hasn't been one we could even reasonably address. I guess one reason that I haven't been driven to dive head first into this discussion is that I've felt fairly comfortable with the Sprague's presentation of how they feel WAVX should be valued -- by the customer. It just makes sense to me. Of course, you never know how the street will actually see things. But a big part of this will hinge on how WAVX presents itself in terms of its financials, and they are making it clear that this is how they are going to make their case once they've tested the market with the HAUP boards. My sense of it is that there's no way to tell for sure until those numbers start coming in and we see whether the street is willing or not to accept a user-based valuation. As far as I'm concerned, that's the only way that makes sense. I understand your frustration with the lack of discussion on the subject, though. I think one of my first posts here (it was # eighty something, I believe) was about just this subject. What kind of revenue model are we going to be looking at and how will valuation work from there.

For the sake of history, here's my first post: Message 531659

Anyone else care to chip in with an opinion?
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