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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: genejockey who wrote (40051)	7/5/1999 2:04:00 AM
From: ekn	Read Replies (3) \| Respond to of 122087

Many of these arguements are premature. Let's start with the basics. How many chips are actually deployed today? Of those chips deployed, how many are registered users of the Wave System? Of those registered, how many are shareholders? The only count I have heard of is 110 registered users out of 12k shareholders. The president of the company also said the numbers generated by the 110 were skewed to the upside. Before you speak numbers, the biggest question: Can they actually deploy a critical mass of chips within a limited window of opportunity? And, if they actually deploy, will the system actually be used by the consumer? These are both HUGE obstacles. If they don't deploy a critical mass in it's limited time---->it's worth nothing. If it's not accepted by the public--->it's worth nothing. A couple of seperate points 1. Steven Sprague offered Intel the Embasy chip for "free", they declined. I mean, Wave was going to pay for the chip[5-10$] give it to Intel to embed at no cost, and Intel did not take it. Atleast not yet:( 2. Why hasn't ALDN exercised it's last set of warrants? They are insiders, they know what's going on. If things were anywhere near a lock, why wouldn't they excercise the warrant? 3. What happens if the system violently crashes before or during critical mass? Will the consumer be turned off for good/ It seems one episode of this magnitude at any time could mean serious consequence. 4.Wave signed a "contingency deal with IBM almost 2 years ago. The only thing I have heard since that time is that they talk with IBM on a daily basis. I have attempted to validate this claim by calling various sectors[many of them]inside of IBM to the tone of "Who?' 5. Wave once had an exclusive deal with Go2Net[Metacrawler] for their Great Stuff Network Download Superstore. How well did that go over? How about 20k in revenues in two years. My local can-collector made more money. You know, micro-transactions:) Take a look at this new MyPublish service that will be "exclusively" offered on TGLO. Sounds like the same dam thing rerigged. 6. tHE DEPLOYMENT DATES ALWAYS SEEMED TO BE MOVED BACK. fIRST IT WAS CRITICAL MASS q-399. nOW IT'S q-2 00? 7. wHY WOULD AN iNTEL OR A mSFT GIVE ANY PART OF E-COMMERCE DOMINATION TO wavx? Patents? How about the word "circumvent". 8. AOL invested in WAVX. So what? Intel and Msft BOTH invested in WAVO, what has come of that? Wave currently has 50mm shares outstanding on a diluted basis* 17.5 a share, equalling almost 900mm. Apple Computer is only valued 6* times the value with 3 billion in the bank and trouble keeping their products on the shelves? huh? Well, I still think Wave can be wildly successful. I put the chance of pulling it's mighty ambitions at less than 15% I think if they are anywhere near successful, they will be absorbed by a gorilla. Wave is high risk, with either huge payoffs or , well, I don't want to go there. Ever play Roulette?