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

To: Kevin Podsiadlik who wrote (7797)	7/5/1999 11:27:00 AM
From: Harold Lehman	Respond to of 11417

I thought Hewlitt Packard and NEC were big boys. And Hauppage is growing exponentially. I also believe that IBM is there in the background (without any noise lately). There are content providers and others who are coming along, but the Wavemeter is being beta tested right now. I think that short positions would be premature at this time. What this company does in the next 6 months will be critical, and it could go either way. I think it will go one way, and maybe you think it will go another. Regards, Harold

To: Kevin Podsiadlik who wrote (7797)	7/5/1999 12:15:00 PM
From: 24601	Read Replies (1) \| Respond to of 11417

Kevin: The "value-added" that you are looking for is not just ease of transaction. Ask Claugus about durable protection of copyrighted digital works from piracy. Ask him about the emerging "transmit, then select" mode of datacasting. These are not two-dimensional transactions we are talking about. Consider the needs of the creator of the digital content, and of the distribution channel, and of the end user. Wave will meet them all. To cling to your Visa fixation would be a mistake. Best wishes.