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Technology Stocks : WAVX Anyone?

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To: Marty Lee who wrote (6657)5/4/1999 3:09:00 PM
From: cm  Read Replies (1) of 11417
 
Marty, No Expert Here...

But, I think we should all collectively shove IBM off the WAVX mental map. Unlike HP, where there are all manner of live wires and connections being made, I have yet to see anything out of the IBM camp that would indicate they still grasp the significance of the tsunami. I think we still "live" as a link off of their Micropayments page... if that. But, more importantly, they don't seem to be even mouthing the right words to fit with what we're about.
HP, on the other hand, seems to be not only saying the right words, but making the right moves. Plus, when you read their elaboratory guys' speeches, it's pretty clear they've been focused on some of the issues that WAVX is meant to address.

I guess, IBM may surprise me. But, frankly, I doubt it.

FWIW and Best Regards,

c m
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