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

To: Pure Folder who wrote (1545)	4/2/1998 2:04:00 AM
From: Kid Rock	Read Replies (3) \| Respond to of 11417

I was at the driving range tonight, a bit cold. As I was hitting the balls one by one, I thought - gee - with a nanno chip I could be charged not a flat 6$ but only on how far I hit the ball. Therefore, I only get charged for how much distance I hit the ball. The range gets compensated in direction proportion to how far they have to go to retrieve the ball. Perfect Economics. HMMM. I realize they are flaws in the analogy but use your imagination. Balls~packets of information: lots of them, standard size Price/bucket~small $value by normal pack size(50 balls) A. Would it ever be worth building this infrastructure for the range and meter usage this way? B. If you look at information flow as a process it is very generic in nature - I/O - input output. Does there even need to be a device that monitors flow at a HARDWARE LEVEL. The transfer of information itself does not always equate to the value of the information. Would'nt this need to be more of router technology than a client(PC/NC) thing? Anyway, just some thoughts. Maybe I'm just getting paranoid and want to give myself an excuse for checking out early with a tidy return. I do think that a stock like this needs to be analyzed with more than TA and other types of technical analysis. Common sense of the products economic value and a macro look at the reality of its implementation must be scrutinized with great clarity. Tom

To: Pure Folder who wrote (1545)	4/2/1998 5:49:00 AM
From: M. Frank Greiffenstein	Respond to of 11417

Scientific American??? Nice find, PureFolder! If I weren't studying for a board examination, I would run out and get it. Anyways, very very nice DD. DocStone

To: Pure Folder who wrote (1545)	4/2/1998 5:59:00 AM
From: M. Frank Greiffenstein	Read Replies (4) \| Respond to of 11417

The negative part of the story... Your analysis of the promise of Wave Meters is right on. But your analysis also contains a big potential problem: Privacy concerns. Americans do NOT like the thought of their activity being monitored. The fact that Wave meters allow one to closely monitor the behavior of a specific person, right down to his/her keystrokes, is a slightly chilling thought. One reason I have doubts about the success of the NetBox (ala Ellison and Oracle) is that Americans do not want their files and prgrams stored on a remote server. PCs may have their problems, but at least I know exactly where my files are, and the best hacker in the world cannot get into my computer if it is shut off. They cannot download files without my knowing it. But I will grant that a Wave meter on my PC is not as bad as my files on a remote server. The more I think about this, the more I feel that business-to-business information monitoring and copyright protection are the two areas where Wave will shine. Americans are impulse buyers, they like to own the WHOLE thing or nothing. They may buy alot of stuff on time, but they like to own the whole thing at once. I may buy a car on time, but I don't buy it a piston at a time. And lets face it: Rent-to-own is associated with economically marginal neighborhoods. In essence, I doubt Wave will have much success in the CONSUMER e-market. DocStone

To: Pure Folder who wrote (1545)	4/2/1998 1:12:00 PM
From: Wahoograd	Read Replies (2) \| Respond to of 11417

Response to Pure Folder on Lark Allen: I understand that Lark Allen chose Wave over offers from a number of other companies, some fairly high profile, and that in late 1997, long before joining Wave, he had made a sizeable investment in the company's stock. I'm not familiar with the reason behind Allen's leaving IBM, however I wouldn't be surprised if it were due to politics because that is fairly common in corporate circles, especially in large companies. If true, I wouldn't necessarily take it as a negative since political issues can often be irrational and counterproductive. Furthermore, Allen surely has allies still in place over at IBM. I believe that the other guy who took early retirement from IBM to work with Wave is the one who is focusing on that relationship, while Allen is probably working with other potential partners. His real value to Wave may be with the relationships he has developed over the years throughout the industry, particularly in the area of e-commerce security which is becoming a key strategic issue with major OEMs. Implementation of the WaveMeter for this purpose may ultimately be the driving force behind the mass market penetration that we all hope will occur. This will fit well with Wave's strategy to put their meters in as many PCs as possible in order to sell secure content. To disagree with Doc Stone, I do believe that content distribution will prove to be the biggest factor in Wave's potential financial success because privacy issues will be greatly outweighed by the convenience and economy of selecting, using and/or owning software and other content of many kinds from the home or office. I agree with another comment on this thread that consumers may be more comfortable having their content purchasing data sourced from only one place rather than the hodgepodge it is now. Let's all hang in there. The next major step for this company will hopefully occur around mid to late May.