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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (11029)	6/23/1999 4:55:00 PM
From: Trippi	Read Replies (1) \| Respond to of 52051

SW -- thanks for the comments -- but I think this is just the beginning for USVO -- I believe this company's tech may just give RNWK a run for its money. EDIG is basing here in the two's but expect news soon on Lanier Shipments -- Lucent 3rd party contracts -- and Intel prototype delivery -- I am looking for $4 relatively short term and $8 by end of year. WAVX is a great buying opportunity right now for those who missed it the first time around when it ran to $29. Big thinks happening at WAVX which should become more clear after the S1A quiet period ends for the company (this should happen by Friday) -- I think there is a decent chance that WAVX will be in the 100's by end of the year. I do not throw out a lot of picks -- I do a ton of research -- and then take a position for long periods -- usually longer than a year. I bought THQ at a split adjusted $3 in March of 1997 -- today it closed near $26 (nearly 900% in just over two years) -- I believe THQ will end the year above $40 and then I will exit the stock. WAVX, EDIG, and USVO are all similar plays -- all three have spent the last 10 years in R&D and are all about to finally have sales with real product. WAVX as just entered the deployment stage -- the CEO has during the roadshow said that the company should be valued between Yahoo and AOL on a per customer basis -- and the company's goal is deployment of 100 million meters -- if this deployment is sucessful -- that would put a price of $1000 per share on WAVX (although this deployment will take a few years to complete). EDIG is currently deploying its Lanier Product -- and will deploy its Lucent products for shipping this Christmas -- but the real bread and butter will be its STT and TTS devices -- and many of these are in prototype phase to be shipped to Intel for June delivery (right now). USVO is more speculative -- as it is in the very early deployment stage -- but Fractal and vector quantization will not play a role in video streaming any time soon -- that leaves only two competing codecs -- discrete cosine transform (RealNetworks) and Wavelet (USVO) USVO's wavelet codec is embedded in the video file which means it is self contained and needs no video player like Realnetworks to be viewed -- this means banner ads on the net that run the video as soon as the page is opened with no G2 plyer needed -- or emailing a video and the recipient doesn't need to download a viewer to see it. This tech is about to be publicly demo'ed for the first time -- and very soon. All three companies are long term plays (at least til the end of the year) with big potential upsides -- of the 3 WAVX is my favorite for the biggest long term gains. It may be a while before my next pick -- really busy keeping up with these three and my THQI -- hope this post helps. BTW -- All three WAVX, EDIG and USVO have excellent SI and RB boards Trippi