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Technology Stocks : WAVX Anyone? -- Ignore unavailable to you. Want to Upgrade?

To: W.F. Schwertley who wrote (7485)	6/17/1999 10:33:00 PM
From: SDR-SI	Respond to of 11417

Preliminary NY ROAD SHOW reports of Crazy Larry and Russ Dickson From TMF WAVX Board: * * * * * * * * * * Subject: NYC meeting Date: 6/17/99 9:32 PM Author: crazylarry99 Number:955 of 968 To all. Didn't take notes, got there late. Excellent presentation. Wave is as big or bigger than we all think. Progress is being made on every level. The Nabel chip (second generation) is embassy compatible, already engineared and should be delployed in the fall. The manufactured chips will arive next week for testing. Unfortunately the first generation in august won't have embassy. Mass deployment of other oems spring of next year. Not sure of who or the numbers but Steven said all available money and time is being concentrated on deployment. Until today I never realized how powerfull embassy is. It is going to be THE security standard for pc's. The corporate use is incredible. Embassy has the ability to shut a computer down. It can secure everything in your hard drive against any one having access to your files. If your laptop got stolen, the thief would be holding a brick.(kind of like those car stereos with the code) Just won't work. No way around it. If you worked for a big company and got fired, the company could ask for your laptop (shut it down if need be) and even if the you copied the companies business on disk, copies won't work without embassy.Cool, lots of uses for embassy. The list goes on and the uses keep poping up. The fact that we bought Nabel embassy biggest competitor has made it easier for the oems. They were happy to see the merger because it made there life easier in deciding which one to deploy. Look for big news soon. We will need more financing but the need will be apparent when you see the scope of what were going to announce. That's a paraphrase of what I remember Steven saying. We have at least ten people at aol we work with daily devoloping some type of new business. The aol investment was a total surprise. HP has a team of twelve people from versecure that's sole job is to navigate through the buracracy at HP and get wave deployed. A little tough to track progress considering they work for HP but kind of cool that amount of resources hp has devoted to wave. The crowd was impressed (all suits except for me). Steven got an enthusiastic aplause at the end. There were some good questions asked. I only saw 1 person leave early. We all have about the same knowledge of wave. I tried to point out what impressed me to share with the board. Sorry for the chopy post but I'm tired, took 2.5 hours to get home from NYC. Post ya later........CL * * * * * * * * * * Subject: Re: NYC meeting Date: 6/17/99 9:49 PM Author: crazylarry99 Number:958 of 968 FORGOT ABOUT THE MUSIC..... The music industrie may end up with a few diffrent standards. At this point Embassy is compatible with sony magic gate and they believe will be compatible with other labels standards. Our chip because it's programable may be the one platform that can tie all the diffrent solutions together. If the music people don't get it to one standard, we should be able to support them all any way and I guess be the standard. Fading fast....cl * * * * * * * * * * Subject: Re: Waiting for Truman-Déja Vue Date: 6/17/99 9:53 PM Author: rdickson61 Number:961 of 967 The Meeting: You probably should all wait for Truman's post but I'll try to serve up an apetizer. I would estimate that there were between 30-40 people in attendance today. My guess is a good portion of the crowd was individual investors (I believe it was the case of all eight of us at my table (StudPoker help me out here if Im wrong). Jim Melcher from Balestra Capital was there and in speaking with David Collins after the luncheon he had spoke of some sell side analysts that were present. (for those of you who don't know what a sell side analyst is (I didn't), this would be a brokerage house like Merril Lynch who sell the stock to individual investors. A buy side analyst would be an institution who buys for capital gains.) Alot of stuff we already know. Some clarification on the Nable purchase (I'll let Truman do this piece justice). I had an opportunity to speak with Steven after the meeting (if you haven't met Steven or Peter, as an investor you should know, these guys are a class act!) and ask some questions concerning deployment. Specifically, "What is your biggest challenge to mass deployment?" What I took away from his answer was this, Wave is working with a lot of people in a variety of OEM's. I could see how the sloging comment fits here. We have an education process to go through with the OEM's. (Steven - please correct me if necessary). Personally I have been following this company for over a year now and only in the last 2-3 months has everything begun to come into focus. There are so many different business models that can run on this platform it is overwhelming. It seems the OEM's mind set at this point is "oh, it can turn off the computer! Now that's interesting". The good news is the OEM's need us. They may not know it yet though. Hold on people, once deployment begins it will be hard to stop. Don't worry about revenue yet, lets just get the platform into as many devices as possible and as soon as possible. - I BELIEVE this is where Steven's head is at and for my money it's just where I want it. Hope Im not rambling. Not much of a writer. I leave the rest to Truman. Russ * * * * * * * * * Thanks to Larry and Russ. Looking forward to the full Truman report. Steve