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

To: Arthur Radley who wrote (8383)	7/25/1999 8:44:00 AM
From: ecommerceman	Respond to of 11417

Texas Dude, you wrote: "IMO the OEM's have no incentive to place the WAVX product in their systems, if this method is made available to the retailer, thereby keeping them from getting an revenue from WAVX transactions." You're right that the OEMs won't receive any revenue if consumers get their Wavemeter via add-on dongle. However, the OEMs are continuing to sell millions of computers every year, and the potential Wavemeter revenue stream just from those units will, I believe, prove to be irresistable to them, particularly as their margins continue to decline. If you have some reason to believe this isn't the case, I'd be happy to hear it; I've got what most observers would say is an imprudent proportion of my stock portfolio invested in Wave (1/3), and I'm constantly testing my assumptions. However, nothing I've heard yet from Claugus, the A@P shorts, and other random skeptics has shaken my faith in this company and its mission.