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

To: Arthur Radley who wrote (8942)	9/6/1999 12:26:00 PM
From: Jesse Livermore	Respond to of 11417

Texas dude, are you serious? What does this have to do with WAVX? WAVX makes a chip that has to A) work and B) gain acceptance of multiple OEMs and C) gain content provider acceptance and D) gain consumer acceptance. We have nailed (A) and we are close to (B). When we get (B) then (C) is a given. When we get (C) then (D)is almost certain. When we accomplish all of this we will be so big that you will be using our services and kicking yourself for being so blind to the obvious in 1999.

To: Arthur Radley who wrote (8942)	9/6/1999 2:08:00 PM
From: SDR-SI	Respond to of 11417

TD, Thanks for bringing to our attention another company (ADBL) who will clearly benefit from the implementation of Wave's technology to make their e-commerce offerings even more secure and more profitable. Your post again reminds us of the potential benefits of a universal platform to serve as a solution for e-commerce security and of Wave's pre-eminent position in attempting to implement same. Steve

To: Arthur Radley who wrote (8942)	9/7/1999 11:31:00 AM
From: Jesse Livermore	Read Replies (2) \| Respond to of 11417

The question for the shorts is: Were they lucky or good? They were good to recognize we were over extended without news and lucky the news was delayed. My hope is that they recognize that WAVX is no ordinary internet play. They are smart enough to see that $65M (a quote from Jenn2) was invested over 10 years to develop a patented chip that securely stores money and meters digital content. They say: So WAVX is a hardware company? Then, they find out that it is and it isn't. WAVX wants to be a service company by giving away the chip to service the revenues that flow through the distribution of digital content from any source, from throw away CD/DVD to satellite broadcasts. So they start wondering about this enigmatic internet company that isn't and hardware company that isn't. They read about the business model that brings in strategic partners to share the revenues and they are smart enough to see the PC/OEM margins shrinking and the logic of the WAVX solution to declining revenues. Next, they see the Sprague name and if they do some homework they find out this is no 20 year old geek but the guy that chaired National Semiconductor for 30 years. Now, the shorts realize they have a tiger by the tail. They see AOL has invested and HP is an Embassy partner. The names Negroponte and Gilder keep popping up. They read our boards and see the logic of AOL/Hughes with broadcasters like Viacom using our Intelicast division. They read the Pacific Growth Equities recommendation that contains AMD and a reiterated year end price of $32. Finally, they see Microsoft and HP talking about apps for rent and it all clicks for them. Do they want to try to take us down further? Sure they do, but they know the inherent risks grow daily. Do they want to get trapped in when a gorilla announces? I don't think so. They are covering.