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

To: genejockey who wrote (7689)	7/3/1999 1:41:00 PM
From: SlateColt	Read Replies (1) \| Respond to of 11417

Might I jump in here. Actually, I love hearing that Wave is in Barrons. Exposure, exposure, exposure. The guy interviewed has a cursory knowledge of Wave and their technology. And, he certainly doesn't understand the market. Mr. Stern: Exactly, the lay person doesn't care if its a chip. He could care less what it is, as long as he gets what he wants. If the chip is on the motherboard or on some peripheral device unbeknownst to Joe, he doesn't have to care about it or use it for that matter. But, I'm willing to bet that if there is enough compelling content available, Joe will bite and have access to Everything Digital. As far as revenue splits, content providers are practically banging down the door to get on board. Surely, they expect the increase in revenue to offset the higher fees. If not, what a bunch of dummies! And remember, higher volume (and maybe higher clout) providers keep more of the dough than the numbers you state. How much revenue has Intel's R&D shop brought in? $0.00 That's right zilch, it's not until the fruits of their labor go into production when the money starts flowing. Well, Wave just finished 12 years of R&D growing the Embassy tree. Only now is fruit getting ripe. They are now in the beginning stages of production, the aftermarket first and then OEMs. Visa's great....as a no-brainer magnetic strip...for purchasing hard goods. What Visa can't do (even with SET) is provide persistent copy protection or support new business models like pay per view, or rent-to-own. They also sell your name to mailing lists. Wave won't do that. You're comparing apples to oranges. On the marketing front, Wave will jointly market with their partners, Hewlett-Packard, IBM and others. Would you say HP and IBM have marketing clout? Thanks again Barrons, ---Slate

To: genejockey who wrote (7689)	7/3/1999 2:43:00 PM
From: sirww	Respond to of 11417

" P.S. The company with the best marketing clout almost always kills the company with the best technology ie. VHS over Betamax and Windows over Mac..." And I suppose Erikson over Qualcom? Physics wins, Technology wins.

To: genejockey who wrote (7689)	7/3/1999 2:53:00 PM
From: jhnewman	Respond to of 11417

Howard Stern: Visa can't measure digital information... in order to sell it. The unique aspect of Wave's technology is it's metering capability: the ability to measure and sell any amount of digital information...down to the tiniest amount. Nothing else out there does this...and it's the technological foundation for the ecommerce services that WAVX is building on top of this technology...the rentinig of a video game, movie, music, etc; the rent to own,etc. etc. Regards, Jeff Kelly.

To: genejockey who wrote (7689)	7/3/1999 3:01:00 PM
From: Jesse Livermore	Read Replies (1) \| Respond to of 11417

Howard, a real life actual example. I bought the Win TV Theatre board last month. It came with the Wave chip and it works flawlessly and cost me nothing extra. I want my kids to play games but the price of $39 is too steep to pay if they don't like the game or I find it objectionable for prurient reasons. I put $10 in my WAVE Account. The chip stores it. While off line, any old time I want, when my kids are tying up the phone lines, I pop in the game disks. I sample them for $2. The games I find boring I don't play again. The games I like I get a credit towars the purchase price. I play again next week when I feel like it. If I play enough I own the software free and clear. Pretty good idea. Visa does not do this. How about that music CD. listen once for $0.50 and listen enough I own it. How about the DVD movie? How about buying that single Barron's article today for $0.05 instead of a subscription? How about using turbo tax to do my taxes? Microsoft Excel? Myst? Use your imagination. Visa can't touch this. The main thing is the content providers. If they think pay per view, rent to own, microtransactions are the way to go, then thatis where we go.