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Technology Stocks : WavePhore (WAVO)- VBI fed WaveTop for WebTV -- Ignore unavailable to you. Want to Upgrade?

To: BILL L who wrote (1900)	11/10/1998 11:02:00 PM
From: david thor	Respond to of 2843

Bill, I've a long position on WAVO shares after having traded it frequently earlier in the year. I decided to take a position after using Win98 for awhile and recently installing Internet Explorer 5 Beta. The focus is so intense on WaveTop, but I think what's going to happen is that the WaveTop "idea" is going to be folded into the Active Channel concept. Active Channels beg for a wireless downloading mechanism, I think. Another use that people seem to overlook is that companies such as Microsoft could use the WaveTop "idea" to push updates to their software, something like the scheduled "LiveUpdates" that Symantec uses for their Norton products. I think Wavephore will do a good steady business from their datacasting business that existed before WaveTop. A point to consider is that WaveTop might evolve into more of a mechanism for Windows Active Channels, then "live on it's own". I admit that I have no burning desire to get WaveTop, however I like the idea of getting a tuner card and having software updates delivered to my PC offline (even if I'd still need a dialup to let the host examine my PC to see what updates are indicated). I'd also like the idea of Active Channels updating without me having a phone connection up all the time. In short, WaveTop without the fuss of separate software, more tightly bound to the Win98 operating system. Thoughts? Dave

To: BILL L who wrote (1900)	11/11/1998 8:39:00 AM
From: Willsgarden	Read Replies (1) \| Respond to of 2843

To all, with the volume jump, and the rapid pull backs with each surge, usually on light volume, the indication is that accumulation is taking place. I mentioned a few days ago that the bidders keep pulling away and lowering bid on any sell orders. AEA conference over now, beta of the wavetop due out soon, and COMDEX show starting next week i think......we should be in the public eye and hopefully a string of new announcements. The question is not "can WAVO jump"? but how high? I'll get back to you ;-) Bill