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

To: Pure Folder who wrote (2011)	5/10/1998 10:45:00 AM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 11417

A lot of companies in San Jose, PF, I have no idea whether this hypothetical group of San Jose investors have anything to do with HP, or whether their buying (if factual) has any link to HP's involvement. What I can tell you is that WAVX has an office in San Jose <g>. DocStone

To: Pure Folder who wrote (2011)	5/10/1998 11:48:00 AM
From: 24601	Read Replies (1) \| Respond to of 11417

Thinking (perhaps dreaming) ahead. If multiple OEMs ship PCs with embedded WaveMeters and bundled WaveEnabled content, other OEMs will follow. The Wave system will be ensconced as a new motherboard functionality. Shipments will proliferate. The Wave system will become an e.commerce standard. The installed base will be retrofitted with inexpensive expansion cards. The Wave system will become ubiquitous. Its versatility will be realized. Its utility to e.commerce will broaden. If this occurs, the following illustrations would be very conservative: Take just the domestic, home market. Say it comprises 30 million PC households. If Wave were able to derive revenue averaging just $1 per month per household (perhaps my most conservative assumption), annual revenue would equal $360 million. If Wave were able to derive earnings of just 10% of revenues, annual earnings would equal $36 million. If Wave were to issue the maximum of 50 million shares and were able to command a P/E ratio of only 10, the stock price would exceed $7. Apply the same analysis to a global market comprising, say, 100 million PC nodes. If Wave were able to derive revenue averaging just $1 per month per node, annual revenue would equal $1.2 billion. If Wave were able to derive earnings of just 10% of revenues, annual earnings would equal $120 million. If Wave were to issue the maximum of 50 million shares and were able to command a P/E ratio of only 10, the stock price would equal $24. Am I thinking ahead, or just dreaming?

To: Pure Folder who wrote (2011)	5/10/1998 7:02:00 PM
From: Wahoograd	Read Replies (2) \| Respond to of 11417

The H-P business wire linked from Jas Singh's post #2006 referred to an announcement about new H-P servers. If there is indeed a pending agreement between H-P and Wave then maybe there could be a surprise announcement Monday regarding Wave and client-side security for the PC. From Wave's standpoint, they would probably get more mileage from a solo announcement, however a big company like H-P would likely package any new security announcement. Since speculation on Monday's announcement doesn't mention client-side PC security, I'm not really sure if a Wave absence should be considered negative. If Wave is not mentioned then any potential announcement with H-P may just not be ready. In any case, it will be interesting to see what happens to the stock early Monday with anticipation generated by this board. BTW, I think H-P is headquartered in the Chicago area but probably has large facilities in Silicon Valley. Finally, the two previous posts by 24601 and Andrew Peterson illustrate why so many people are starting to wake up to Wave's potential. Incidentally, while it may be difficult to estimate the number and timeline for WaveMeters to enter the market, I do believe that an average of $1 of revenue is EXTREMELY conservative. CD ROM packages shipped with PCs could alone exceed $1,000s in value. Wahoograd