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Technology Stocks : WavePhore (WAVO)- VBI fed WaveTop for WebTV -- Ignore unavailable to you. Want to Upgrade?

To: AJ Berger who wrote (992)	3/8/1998 7:40:00 PM
From: Thomas Murphy	Respond to of 2843

I don't disagree with what your saying...but there may be more to the Stock purchase than you think. I would not be surprised if Microsoft increases their position (I'm not saying a buyout, an investment). I specifically asked Wavephore about the VBI patents and they told me they owned the technology and anyone that wants to use it has to go through them. They are the only game in town that can reach 99% of the U.S. Something thats been kept low profile is the fact that all the channels on WaveTop are not going to free...Apparently they are going to charge for software downloads (but there may also be a free section). Try downloading Windows Internet Explorer 4.01 and all the add ons (25MB) on the Internet...try 5 hours if you have a fast modem. Go to sleep..wake up in the morning and hope you still have a connection. Well how about downloading it on WaveTop and having it in a few minutes.. Seems like it makes an excellent vehicle for Mr. Gates to distribute his software. With digital CD recorders showing up on PCs, how do you think software and music will be sold in the future? The only hold up is the Internet..it's too darn slow. N2K is already set up to do this with music..they just need the right vehicle....Consumers don't want to wait 2 hours to download software or music. Wavephores got the system in place to do it...

To: AJ Berger who wrote (992)	3/8/1998 10:44:00 PM
From: Philip Tung	Read Replies (1) \| Respond to of 2843

Thanks for your comments! Your opinions lead me to conclude that MSFT buying of WAVO stock is a ringing endorsement for WAVO's technology and stock placing a bottom at around the $8 level. I believe then, the risk reward ratio in this situation is very favorable as there is no PE to justify stock price, the stock will be bid up in anticipation of the release of wavetop and the chance that MSFT will continue to support the stock price because it has not accumulated 5% yet. Wireless, increased bandwidth, investment by both MSFT and INTC, these words alone can send a stock sky high. I am not saying the stock will rocket tomorrow or this week but if I were you, I would hold the stock and not sell any, the risk reward ratio is just too good for this one on the long side IMHO. pt