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

To: jhnewman who wrote (40056)	7/5/1999 3:01:00 AM
From: genejockey	Respond to of 122087

"VISA and WAVX will eventually be working together." ... does anybody at Visa know this? "25% is not 1000% greater than 3-4%, as you suggest in your post" true, but 25% + 10% (to the box maker) is 35% which is more than 1,000% of Visa's 2-3% (not 3-4%, I suggest you be more factual in your posts.) "As for the boxmakers, IBM, Hewlett-Packard, Compaq and NEC are all working with WAVX right now" If you believe that then.... Have you called IBM's PR department to ask them about their WAVX partnership? You'll get alot of silence on that one. Please define "working with" "boxmakers don't have all the leverage. The margins of the boxmakers are shrinking day by day...and there's a whole "free PC" movement that is gathering steam." Face it, without the likes of DELL, Gateway, or IBM getting on board quickly, WAVX is done. WAVX is going to have to sell its soul to get a big boy on and they know it. You got the chicken and egg problem here, without alot of WAVE enabled products, there is no inducement for a large box maker to take on the liability of the chip... with no boxmakers, there's no reason to do anything on the content side. I'm sure DELL realizes that WAVE enabling their computers now will amount to squat for their bottom line. What were WAVX's revenues for the last year anyway? ---gj regards----gj