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

To: SDR-SI who wrote (3247)	7/19/1998 10:44:00 AM
From: Captain Jack	Read Replies (2) \| Respond to of 11417

I am getting more and more convinced in WAVE by the day. <One of the most likely implementations is a low-cost encryption component tacked onto a chip in a PC's I/O subsystem. The I/O component would include basic encryption that would work in tandem with an upper layer of software, sources said.> I know this has been posted many times already, but I'm willing to bet the farm that this is WAVX. Ok, now lets check this out, 1) low-cost encryption component... check 2) tacked onto a chip in a PC's I/O subsystem.... check 3) The I/O component would include basic encryption... check 4) ? would work in tandem with upper layer of software...??? I'm not sure about this aspect but the Wave meter may require some type of software to allow it to run... Anyway, 3 out of 4 is not bad, and the fourth may be true for WAVE also. This may or may not be true with the wavemeter, but I like what I am reading. The RCOM technology looks more like a means of replacing cash and identification cards in our society and not an encryption device embedded into PC's for security reasons (IMHO from what I have gleaned from the Racom website). Also, RAMTRON is in the business of manufacturing and developing FRAM which is the technology being used by RCOM in there smartcards. I doubt if either of these companies are related to the PC security issue in the mentioned article or related to WAVE's technology. If anything, the smartcard system will need a method of metering and charging someone's "account" after a purchase is made, the two technologies my be complimentary. I think that RCOM and RAMTRON both have huge potential as well, but it may be a few years down the road until they are implemented in full swing. These are my opinions and I am very optimistic about the potential of WAVE at this time. It is my only holding as of last week and I want to buy more. Anyone want to float me a loan? Thank you everyone for the great posts. The quality of information on this thread and the RAging bull thread amaze me. Good luck everyone. Here's to the future and success of WAVE! Captain Jack

To: SDR-SI who wrote (3247)	7/19/1998 11:13:00 AM
From: Klingerg	Read Replies (1) \| Respond to of 11417

Business Week Article in 7/27/98 Issue..."Yes, There Are Still Cheap Net Plays" pg. 86 ( or for those that subscribe online...http://www.businessweek.com/@@00Dz@2YAVdn6TAEA/premium/30/b3588122.htm ). This is a one page article describing "...companies that provide network and enterprise security software worldwide". It highlights five Israeli contenders, CHKPF, FNDTF, MEMCF, DDDDF and ALDNF. Two things, ALDNF has a substantial investment in WAVX so if ALDNF rises tomorrow do not assume that this rise is confirmation that WAVX is "the yet un-named solution to the PC security issue" but may be instead a sympathetic 'stampede of the herd' in reaction to the BW article. Second, the article mentions a Haifa-based private firm backed by Sun MicroSystems and Germany's Siemens called First Access. First Access, which the article mentions might go public shortly, has developed a "vicinity smart card" which authenticates computer users from a distance of several yards. These cards do away with the need for passwords and shut down a system when the user walks away. This sounds suspiciously like another firm recently discussed on this thread. If so it seems there will be plenty of competition in that niche sector of the security market. I realize these are software solutions and significantly different than Wave's hardware based security and metering capabilites but I though these items might help those watching and analyzing WAVX's every move. I am long WAVX and am cautiously optomistic about the recent announcements which may ultimately affect the share price of WAVX. I was especially heartened to see the Stocktalk@Webstockwizard,com announcement of WAVX as a New Watch List Company. This was tempered when I visited the site and saw that there were 4,330 hits to date. Anyone know how many people received the E-mail/Notification of WAVX's being added to the Watch List? Bottom line is that the number of people posting both here and on Raging Bull is rapidly increasing with each week, longtime significant holders (James Melcher) are speaking out and the technology demands of the development of the internet, and specifically the e-commerce niche that Wave has staked out, continues to move in favor of WAVX. As all these things converge hopefully it will be reflected in the share price of WAVX and all of us will be there to benefit.