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

To: Arthur Radley who wrote (8798)	8/24/1999 11:08:00 AM
From: B Spears	Read Replies (3) \| Respond to of 11417

Taken from todays Red Herring. These guys need to be talking to WAVE. If they are going to encrypt and cache this data stream then they will have to talk to WAVE. Cheers Bob Spears The threat to Replay and Tivo The personal TV servers sold by Replay and Tivo are ground-breaking advances. But the Internet could make both products into historical curiosities. With a proper network and storage architecture, any show can be delivered to any customer at any time, or paused or rewound. For example, the Canadian company iMagicTV replaces the cable television infrastructure with TCP/IP, broadcasting everything in streaming MPEG format. You put one of its special DSL modems on top of your TV, and iMagicTV-equipped "cable companies" stream channels and shows on demand. The television basically becomes a Web browser with a TV-like user interface. IMagicTV plans to roll out "Network VCR" and "Timeless TV" products in the future. (Also in the iMagicTV value chain: Newbridge Networks's DSL hardware and Pixstream's TV-to-MPEG encoders.) Cable (and phone) operators will jump on this technology and find ways to charge for it. It also gives back to broadcasters the control of the commercial-skip functionality that's threatening their revenues. Many people will want to keep their TV show storage local; many people also still have answering machines. But just as phone-company voice mail is a threat to the answering machine market, network storage of entertainment will have a serious impact on Replay and Tivo

To: Arthur Radley who wrote (8798)	8/24/1999 2:20:00 PM
From: catherineiw	Read Replies (4) \| Respond to of 11417

Mr. Dude: For your reading enjoyment... biz.yahoo.com

To: Arthur Radley who wrote (8798)	8/25/1999 3:08:00 AM
From: Marty Lee	Read Replies (1) \| Respond to of 11417

Dear TexasDude.. I take it you're asking me these questions for fun. You're obfuscatory enough in your own delightful way to answer them for yourself. You know that my reference to the "pace" of WAVX is not related to temporary market valuation. Instead, consider the networking of WAVX with other companies addressing similar issues. "Some other company may eventually catch up and keep pace" with WAVX, however, no such company is CURRENTLY evident. No other company, if fact, no consortium of companies, hoping to distribute digital content in packages produced by both media moguls and at-home-desk-top publishers is replete without the solutions already being offered by Wave Systems Corporation. It's NOT a matter of catching up to WAVX. It is now more a matter of when "some other" company might supplant WAVX; more a game of how long the other companies can hold WAVX off.... If IBM or Microsoft owned our technology, the market would feel the thrust of its inevitable deployment and success as a "consumer choice." We'd also have far less to gain as investors. Sincerely, Marty