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


To: Klingerg who wrote (2531)6/3/1998 9:08:00 AM
From: jas singh MD  Respond to of 11417
 
Good morning everyone,

Nice post Klingerg! Here is a PR from one of our "alliance partners"

biz.yahoo.com

Sincerely,

Jas



To: Klingerg who wrote (2531)6/3/1998 9:14:00 AM
From: Wahoograd  Read Replies (1) | Respond to of 11417
 
Klingerg, I forwarded to Steven Sprague the idea posed by Marc Bejarano on SI #2523 - to bundle Wave's technology with Sprint's for a $204 solution, assuming they would compliment each other. Needless to say, with the efforts of investors Wave has now become aware of a possible synergy with Sprint, however, as astute as they are, Wave's management were probably aware already.

I just hope that, with the rapid occurrence of major new developments in broadband technology, Wave will not take too long to lock in its positions with key OEMs and other industry movers.

Wahoograd



To: Klingerg who wrote (2531)6/3/1998 4:42:00 PM
From: Marc Bejarano  Respond to of 11417
 
re: klingerg's sprint comments.

klingerg said:
===
The thing that I find incredible is that Sprint spent $2 Billion on something which appears to resemble what Wave already has done. If this is the case communication at the corporate level must be awful.
===
come on guys. even though the sprint PR machine gave us only fluff on ION, assuming that the public is too naive for technical details, we should be able to read into the fluff just a little. don't think for a second that the $2 billion went solely to designing the metering part of their "meter". their "meter" is an access device with metering capability. how flexible this capability is, we don't know. numerous companies have been pruducing/designing xDSL parts for a while, now, so that technology is not terribly groundbreaking. most network devices have counters, so a bit meter isn't that groundbreaking, either. point is, they will do packet-based voice and data over it and they will charge by the bit. though not completely revolutionary, this is a bold move for a giant like sprint. back to the point.. the $2 billion. my guess is that the majority of that $2 billion went to large atm switches to beef up their core network and SOME xDSL/metering research.

to comment on what somebody else mentioned earlier about using a wavemeter to pay for the sprint ION service, sure this would be possible. this wouldn't really be using any of the nifty features of it, but i'd bet that sprint could debit your wave account each night for all the bits that had flown through your ION meter that day. the important thing is that more people get fatter pipes into their houses. it is inevitable. and when we all have fat pipes, paying for content on-demand will come naturally. all we can do is hope that the sprague's and our vision of the wavemeter comes to fruition. i think we're well on our way :)

marc