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


To: Deano Ferrari who wrote (3799)9/8/1998 10:53:00 AM
From: Marty Lee  Read Replies (2) | Respond to of 11417
 
Good morning..

Current manipulations of the "market game" do not favor anyones getting too excited by even favorable rumor or news. We WAVX investors will just have to do much like Warren Buffett and ignore the "market;" having invested in Wave Systems for its foresight, strategy, management, and revenue generating potential. Again, I'll not hype WAVX. I'll simply challenge anyone to find a more replete and robust system of multi-channel content distribution.
Reading the news, you may have noticed Digital Rivers' IPO. There are plenty of other interests gearing up just now and announcing (shooting blanks into the media) their intentions to sell software and download large files - movies, etc. None of them possesses our micro-transaction abilities, none of them possesses our pricing and publishing options. They don't possess much of anything at all in the way of deals with content providers and OEM's by comparison with WAVX. In short, we will have "competition" from lesser, provisional providers of digitalized information and amusement. Nevertheless, when shopping 'round for the "high end" of how it's done and for the system that "does it all," Wave Systems is it. As has been pointed out several times on this message board, our competitors are conceptually in a rut. They may pick up a few short term profits as they go about selling software in the same way they would sell T-shirts and books. (the Amazon.com approach soon to find itself short-lived) They will appear sufficient for selling some of the more obvious digital products and for providing service for a limited number of content providers. However, they won't be as able to address and provide for the near future needs nor solve the many problems associated with sophisticated multi-channel digital content distribution. When all our ducks are lined up, our WAVX is going to make quite a splash. Time is on our side. Let the others "talk."

Sincerely,
Marty