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

To: jas singh MD who wrote (2673)	6/12/1998 11:21:00 AM
From: Wahoograd	Respond to of 11417

Good morning Jas, Several reliable sources have indicated to me over the past several months that HP has shown strong interest in the low-cost WaveMeter's triple DES encryption capabilities for both consumer and business-to-business PCs. HP, along with IBM, is a leader in establishing security standards for the industry and has received export approval from the federal government for its VerSecure security framework, consisting of high-end hardware and software encryption solutions at the server and mainframe end to low-cost solutions at the PC client end. Apparently HP does not currently have a low-cost hardware devise for their framework, and for what it's worth, they are a major customer for NSM. hpconnect.com In response to post #281 about revenue from business-to-business WaveMeters, I believe it will come primarily from accessing news and research. I'm not sure if Wave will be looking to earn on-going license fees for the encryption functionality, however I'm certain they won't charge license fees initially but instead will aggressively get WaveMeters distributed into the market with as little cost as possible for that critical mass. Go back to this link from post #278 regarding the cable industry: news.com. Wave has been known to be particularly interested in deploying their technology for distribution of digital video-on-demand and has apparently had discussions with General Instrument and TCI about integrating the WaveMeter with the cable box. It is anyone's guess as to when this could happen, but with the rapid advances in broadband, the push from the PC industry (particularly Microsoft, Intel and crossover Sony) and now interest from the cable industry, digital video distribution could occur in the not-too-distant future. Even if Wave retains a small processing fee from the cable companies for tracking usage and revenue for all the partners, this could potentially be a huge market. A pay-per-use model would probably increase sales to the cable companies because more viewers would get hooked than is currently the case where one must pay all-or-nothing for content they may not like. Wahoograd