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

To: Arthur Radley who wrote (8844)	8/28/1999 5:41:00 PM
From: SDR-SI	Read Replies (1) \| Respond to of 11417

TD, You certainly have me confused beyond my ability to much further sort out my thoughts based on the time available to me to do so. However, within such limitation, I must point out to you the following: "My sharing of the previous post was not to compare this as a direct parallel to WAVE, but to merely point out what is happening in the industry." If you had not intended any direct parallel to Wave, why, first, would you have posted it at all on this site and why, second, would you have stated "with WAVX's total future riding on deployment by OEM's I find it revealing that everyday it seems that corporations are signing deals with other "security" solution companies. Just another example... Netsentinel Announces Alliance with AboveNet to Provide Security Services for Secure Co-location Clients". Clearly you posted that only because you thought it reflected negatively on Wave, a point which I still cannot comprehend in the slightest in view of the fact that the article you posted dealt with security considerations for colocators and ISPs (an area only tangentially related to Wave). *"If the CEO isn't taking a salary and receiving bonuses, why are they reflected in the company filings with the SEC?"* I never stated that the CEO never took cash, but I did state that he did accept conversion of both loans and compensation receivable to stock, which fact is clearly established within the SEC documents to which you refer, and to the use of which he is fully entitled. Although I do not believe that I have had the benefit of reading the Barrons article to which you refer (although the title is quite intriguing to me for personal reasons), I must point out to you that the SDMI initiative has not yet made public its security-related standards, but is expected to do so very soon. At this point, many that have studied the SDMI results so far feel that Wave will be a contender for being the security platform upon which many of the multiple SDMI-compliant systems will be able to exist, and in fact, may be the only one with the interoperable and programmable characteristics necessary to simultaneously provide for the support multiple SDMI-compliant systems in one hardware implementation. The Madison Project has been well known for a long time and, in fact, there has been no information to indicate that the Madison Project will not include a Trusted Client element, which again has positive Wave implications. "WAVX's partnerships have been "bush-league" at the least. For example! I would venture a guess that the majority of WAVX supporters here on SI had never heard of Sarnoff before this recent association with WAVX". There can be no more clear tribute to your apparent lack of either knowledge or understanding or history in the fields in which Wave is engaged than the above statement. Although you may never have heard of it, Sarnoff is and has been probably the most recognizable name in the field of video technology and transmission for a period of over 50 years. Are you unaware that Sarnoff is the new corporate name of RCA Laboratories, upon whose patents every television receiver, every television camera, and many television RF and cable transmission systems, component and devices depend?? Are you unaware of the key role in the development of both communications and industry that General David Sarnoff played? I would venture a not uneducated guess that no single corporation has had as much influence over both communications and entertainment in either the US or internationally. If this is "bush league" then sign me up for more. *"When I use the term "bush-league", I'm talking about the companies that WAVX has formal agreements with and currently have on going projects that will impact them immediately."* You're absolutely right! Every one of the most recently announced and confirmed companies with which Wave is engaged in ongoing projects and development (per this week's announcements) are such clear "bush leaguers" as HP, Compaq, KPMG, Racal, Intel, and AMD. *"I think you would agree, nothing has developed that has a major impact to date."* Right again!! Certainly the fact that the well-known litany of partnerings, developments and announcements, coupled with an advance in stock price from low single digits into the 10+ range, would not be considered to be "major impact", ought to be intuitively obvious to the most causal observer. You've now exhausted both my available time and my patience to engage in further discussion, since your views are so obviously ill-informed and unchangeable and adgendarized. Steve

To: Arthur Radley who wrote (8844)	8/28/1999 6:22:00 PM
From: Harold Lehman	Read Replies (1) \| Respond to of 11417

Tex, you don't and won't know squat and neither will anyone else until Wave has silicon ready for widespread deployment. That will be the real test of its desirability. An argument could also be made for the availability of reliable widespread high-speed bandwidth necessary for many if not most digital products. To say you know what anyone wants, esp. since I don't think you have anything remotely resembling an accurate read on corporate goings on, is preposterous. The people on this thread are enthusiastic about what they perceive as the promise of the only hardware-based security/metering digital solution on the horizon, but most admit they can't wax too rhapsodic until the fat lady sings. But you have the arrogance to think you know what the giant corporate entities really want. And to call Sarnoff, H-P, NEC, possibly IBM, and even Hauppauge, among others, bush league conjures up the vision of one word: egomania. How come you don't hang around the threads of your favorite beaten down stocks (listed in your bio) and criticize them with a fraction of the persistence combined with intellecual laziness that you show here?