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

To: Trader X who wrote (5836)	3/5/1999 6:53:00 AM
From: Harold Lehman	Respond to of 11417

<<My feeling is that, as a chip company, WAVE-X will be considered a commodity company, and valued as a commodity company...>> T-X, I believe that your analysis is wrong in assuming that WAVX will be considered a commodity. Semiconductors and dram chips, of which there are different manufacturers, are considered commodities. Who's competing, on the hardware side, against Wave? TIA for your answer. Harold

To: Trader X who wrote (5836)	3/5/1999 8:15:00 AM
From: SlateColt	Read Replies (1) \| Respond to of 11417

Commodity? Not on your life. At least initially, Wave is a service company, similar to Visa or Mastercard. Going back to the parking meter analogy (from awhile ago), Wave will collect all of the quarters from the parking meters across the world and split out the revenues to the cities (OEMs), the parking lot owners (Content Providers) and take a slice out for performing the service. Sure, initially Wave will be installing the parking meters (Embassy chips). But, that's not Wave's long term plan. Ultimately, Wave wants other entrepreneurs to install their own parking meters incorporating Wave's technology. Eventually, once enough entrepreneurs are producing their own meters, Wave becomes a true service company. Now, if parking lots seem to be a hot item, Wave might stimulate demand by building extravagant shopping malls and amusement parks across the world. Hope this helps, ---Slate