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Technology Stocks : WAVX Anyone?
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To: SlateColt who wrote (5860)3/7/1999 9:03:00 AM
From: John  Read Replies (1) of 11417
 
Hello SlateColt,

I think the Wave valuation model ultimately depends on the out come of field-testing. It will be very simple if Wave's metering function is a hit with consumers. Just multiply the usage dollars, by number of meters deployed, add in deployment estimates for (X) years and there you go.

If the revenue from metering is weaker than expected, but the security proves to be successful, look for Wave to up their licensing fee to new customers and lean a little more toward commodity valuation, with a twist.

In regards to deployment, I strongly believe Wave will hit their 3-5 million marks in 1999...iF WinTV is successful. If WinTV does not prove to be an instant homerun, look for adjustments in deployment numbers because roll out schedules will never happen without field data verifying the consumer accepts the product.

Just more opinions...John
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