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

To: E who wrote (1194)	4/8/1998 10:29:00 PM
From: Doug (Htfd,CT)	Read Replies (1) \| Respond to of 2843

Jason's Mom: INTC and MSFT are in business to promote their company, not WAVO. Although they invest in WAVO, they admit that they do so in order to support those who make their own products more valuable. Think of all the fine components and technologies that go into every Boeing 757 ... Does Boeing mention each one when they roll out the jets? No, although investors in those component suppliers wish they would. The prime contractor gets the glory, the suppliers get the business, and the opportunity to profit quietly. WAVO's big days will come, I believe, when its earnings start to roll in, and investors begin to realize that WaveTop is only one of the four divisions in their company. Meanwhile, its (happily) avoiding overheating in the current version of "Internet stock" mania. A digression on the current edition of "Net stock mania." I remember the Net stock mania of late 1995 ... then it was ISPs, modem companies and any software vendor that could spell "Java." I made some money, and lost some money when the bubble burst and I hugged some sinkers. Some of the stocks that were red-hot then got seriously cool (like Spyglass, Quarterdeck, Global Village, Netmanage, and even ... a moment of respectful silence, please ... Netscape). Look at their 5-year charts and see if I lie. Some, like CMG Information Systems, Cisco and others have made round trips from three figures to scary lows before rising again. End digression WAVO has, happily, not been inflated out of control, probably because it has stayed out of the spotlight. I don't mind that, because I'd like my few shares of WAVO to appreciate slowly and steadily over the next 5 - 7 years, untaxed, while my daughter approaches college age and I think about retirement. Doug (long WAVO since Intel bought in 1996)

To: E who wrote (1194)	4/9/1998 12:15:00 AM
From: gary lavan taft	Respond to of 2843

I don't think that there is a secret to be kept. Wavetop is a component that helps sell the overall VBI concept. It's in the news so use it sell the concept. Wavetop's forte is web like content while Intel's intercast is program supplementary. I don't think the royalties from Intel will be that much and as for Intercast vs. Wavetop....they are just 2 different forms of infotainment. The benefit that Wavetop gets is Intercast is just another justification to buy a tuner card.