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

To: David Gardiner who wrote (1125)	4/4/1998 1:25:00 PM
From: James Wright	Respond to of 2843

Keep in mind that all the growing excitement over WAVO, WebTV and broadcast content depends on having a TV tuner in your computer. WAVO is hot right now, but the company has no profits and no prospect of any profits for a long time. In contrast, without a TV tuner, WAVO and WebTV don't work. Thus, if you want to buy into this emerging technology (which is being heavily pushed by Microsoft as part of Win98), you can buy HAUP. HAUP makes the TV turners needed for this technology to work, and reportedly will be pushed as the preferred vendor by MSFT when Win98 comes out in June. In addition, HAUP is showing a profit now, and has seen a 25% rise in just the last two weeks. The market is waking up to the fact that the smart play with this new technology is HAUP. In contrast, WAVO will need to continue sinking lots of money into R&D and infrastructure investments for a long time before it will show a profit. I don't know about you, but I'd rather be smart and buy into this exciting area with a company that makes the hardware needed for WAVO and Win98 to work, and enjoy some profits now rather than a year or more from now.

To: David Gardiner who wrote (1125)	4/4/1998 2:31:00 PM
From: ayn rand	Read Replies (2) \| Respond to of 2843

Looks like we'll gap up on Monday! I'm looking forward to the responses from the Saturday & Monday demos. I think it unlikely that we'll get anything other than a favorable response. I hope everyone is already well positioned for this week coming up. :o) ........................................................................... From the Yahoo board: Apr 4 1998 12:24PM EST "At $1.7B, that equates to about $80 Dollars a share. As rediculous as it sounds, it might be possible. Look at Yahoo. Nine or ten months ago it was around 20, now it is 102 Dollars a share. I think the key is the perception by deep pockets of the value of a free VBI based service premised upon push technology. In truth, this is new ground for business, because it is not the internet, or pull technology, yet it has very deep penetration across the entire country. But ultimately, Wavo will make its money the same way as AOL and Yahoo, namely selling advertising! In an earlier post, someone new raised a very good point. Recently there have been price increase announcements from many internet providers. This only makes Wavetop look that much better. Remember, customers beget content which beget advertisers, etc etc. A wonderful cycle. But the really good news is the rest of the company seems to be making a powerful move. When I say Wavo Long, I mean looooooooooog. I intend to stick with this train for at least a year. My prediction: If Wavetop is a hot product, then Wavo stock will tend to act like Yahoo stock.....a continuous climb that makes shorting Wavo a risky proposition. I am not predicting that it will hit 100 - but it will go up dramatically. I mean lets face it, Wavo only has a measely float of about 9 million shares. Thats nothing for a company. People wanting the stock will have to pay dearly to get it. But more importantly, should wavo shoot up, we might expect some nice stock splits. I like the future. Stick with Wavo until the attractiveness of its Wavetop product is clear. I am going now to try to get into a local theater that will carry the msft presentation. If I make it, I send a report later. " ÿ