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

To: andrew peterson who wrote (2182)	5/20/1998 1:28:00 PM
From: fat boy	Read Replies (1) \| Respond to of 11417

All, Just read on yahoo that "Most financial news feeds currently unavailable due to satellite problems" Can someone advise if the street has heard anything yet? Good for us cybers that got more this AM Chubbs

To: andrew peterson who wrote (2182)	5/20/1998 1:33:00 PM
From: Pure Folder	Respond to of 11417

Nice discussion going this morning, folks. I had the same thoughts as 24601 on whether the Great Stuff deal with go2net was server-side driven; after all, GSN has been able to do these sales without any meters in the marketplace thus far, correct? On the other hand, experience tells me never to be more conservative than Wahoograd when it comes to WAVX, so we'll see. Actually, something else struck me as more important here: This is an exclusive deal from WAVX's standpoint. That is, go2net has apparently agreed to put all its ESD eggs in the WAVX basket (while WAVX remains free to sell through other channels). To those more familiar with the ESD competition and go2net, I ask, doesn't this suggest tremendous bargaining strength on WAVX's part? If so, this tends to support Wahoograd's hunches, I would imagine. As to the Hauppauge deal, I'd think WAVX would hesitate to get involved in manufacturing chips and setting up an infrastructure unless it remained confident that PC-makers would be getting on-board also. Both the economies of scale and the infrastructure investment dictate this, unless someone knows more about this market than I obviously do. Sticking with my earlier post regarding the "recipe for disaster," I think more news is in the making at or before E3. This is a sound development, but without getting the meter into PCs, I have to wonder about the stock's ability to perform over the next several months. Assuming management knows this, and faces imminent capital needs, I would think they would have handled this somewhat differently if it was all the news they have to offer. Pure Folder