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

To: REM55 who wrote (4914)	1/5/1999 7:03:00 PM
From: andrew peterson	Read Replies (2) \| Respond to of 11417

Classic pattern, isn't it. Upward move in the price the day before news. Solid announcement. A nice pop in the price followed by a drop back down toward something nearer the open. I was going to post something Monday night about how it looked like news was coming -- wish I would have, it would have made me look prophetic. Oh, well. Anyway, I think that this is such an obvious pattern that people just trade it, which makes it basically impossible to hold the gains. Personally, I suspect that this will continue to be the case for the most part until we start to prove the revenue. It's hard to imagine much else that would give us a dramatic short term move -- a buy-in would certainly have an effect, and a block-buster deal with someone like AOL would have a big effect. But more and more it seems to me that revenue is the bottom line. Until we can document it, it's going to be hard to get people to take us seriously. But once we do, the growth could be explosive. So I repeat my earlier advice. Once those Hauppage board are available, buy one and use the meter to buy some software. We're the front lines on this one. These are a few of my rambling thoughts tonight on the near and longer-term future of our company. We're not going out of business, that's for sure. But it's going to take still a little more patience yet. Meanwhile, we're cutting the right deals. I think this one with Sigma is illustrative of a brilliant strategy. We're not making the elusive mega-deals with the big OEMS but eventually Embassy will be available in so many different chipsets that we'll be able to penetrate -- no, saturate -- the market without blinking. The way WAVX is setting itself up, signing the OEMs will soon be easy. I don't think that this is all that obvious to the world however. But we've got powerful foundation built here. It won't be long before we start seeing the payoff. Hang in there, everyone.