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


To: Paul Schmidt who wrote (5076)1/23/1999 10:51:00 AM
From: ecommerceman  Read Replies (1) | Respond to of 11417
 
Paul, I agree completely with your post, particularly " Investors are coming around to the concept of "trusted clients"/security issues as the next wave in e-commerce and are searching out stocks set to benefit in this wave. Intel's talk this week would have stimulated awareness, and wave is benefiting from this heightened awareness."

As I posted at the time, I was very concerned that WAVX would take a major hit after the Intel announcement, and was delighted when it didn't drop but in fact rose a full point. This is a very good sign, in my view, although I don't think it's proof that we're "home free." Not yet, anyway.



To: Paul Schmidt who wrote (5076)1/23/1999 11:11:00 AM
From: SlateColt  Read Replies (2) | Respond to of 11417
 
re: Intel, Security on a Chip

The Orwell paranoids are and will be out in full force on this one. Thank you Intel for taking the initial blow. A company of Wave's current size and stature could never persuade media and public opinion. Intel should be able to pull it off. If Intel and Wave have any relationship at all (which I still have my doubts at this point), I could even imagine that it was mutually decided that Intel be the one to introduce the world to hardware-based encryption, not Wave.

Besides, priming the e-commerce pump was long overdue. And so what? Let the naysayers boycott Intel. They probably don't drive cars with serial numbers either. Eventually, they'll warm up to it.

---Slate