Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kid Rock who wrote (1546)	4/2/1998 9:11:00 AM
From: andrew peterson	Read Replies (1) \| Respond to of 11417

<<Does there even need to be a device that monitors flow at a HARDWARE LEVEL.>> The short answer is that hardware insures security. What's also very important is that the information being monitored through this system will be "wave-enabled" -- which means that it will be de-genericized. It's not the number of bytes that gets metered, it's the specific value of the specific pieces of the content that are being used, as determined by the creator of the content. Very un-generic. As for rent-to-own, I think you have to look at how people use games especially. I see a lot of kids renting PC games from my local video store. If it's a good game, I bet they rent it as much as it takes to get through it. I don't think that rent-to-own is such a stretch, especially if the games come for "free" with your computer or in the mail. And especially if the system is so seamless that you hardly realize that what you're doing is renting to own. Anyway, those are a few of my thoughts this morning.

To: Kid Rock who wrote (1546)	4/2/1998 9:25:00 AM
From: Pure Folder	Respond to of 11417

Tom, I do not disagree that product acceptance is the whole ball game here, followed then by traditional valuation based on revenues, profits, and rate of growth. TA is wholly secondary. Nevertheless, the people in the stock are presumably somewhat familiar with the technology and the evolution of its acceptance, for example, as evidenced by the IBM deal, the Lark Allen move, the content-provider contracts, etc. Absent a very significant news release, positive or negative, the stock does have some tendency to trade in trend-like fashion, like most stocks. Given the early year languishing in the low $1.00 area, I personally was very happy to see support in the mid-$1.30s recently, from which we have now climbed. To counteract the tendency for profit-taking, most investors probably realize that important news will be released while the market is closed, that the odds are that such news will be favorable if and when it arrives, and that the stock could gap up appreciably leaving sideliners behind. I'm not sure I fully followed your analogy, by the way. You may want to clarify it. Pure Folder

To: Kid Rock who wrote (1546)	4/6/1998 9:17:00 PM
From: Marc Bejarano	Read Replies (2) \| Respond to of 11417

thomas... you say: === 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? === yes.... but not for wave's market. the infrastructure you describe would meter the TRANSMISSION of the content, not the content itself. this is what the providers do to charge users of X.25 systems and ATM is often metered like this. i think IPv6 has provisions to ease this type of thing, too. many newer switches (cascades and the like) do this. your phone company is doing this when it charges you /minute a certain rate for calls to mexico. you then say: === Does there even need to be a device that monitors flow at a HARDWARE LEVEL. === umm... depends on what we're talking about. you seem to be talking about bit flow, here. for zaksat, it's broadband... broadcast... don't want to meter all those broadcast bits. for your xdsl line, your telco/isp may want to meter the bits because they have to pay their upstream provider for the bandwidth that you are consuming unless they have the data locally cached. but we're not used to that.. we're used to flat monthly fees and /hour charges. you go on to say: === 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? === you've stated the reason for a wave meter without drawing the conclusion. we can't put this in the router because there are no standards to meter differently based on content at the packet level. routers need to be quick. we can put the meter on a motherboard and pay by the terms that are set up by the content provider based on their business model. there is a need NOW for wave meters in the client. infrastructure isn't in place otherwise to securely meter differently depending on the application. hope i'm making sense to you, marc