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

To: Paul Schmidt who wrote (5847)	3/5/1999 3:56:00 PM
From: Sophie Janne	Read Replies (1) \| Respond to of 11417

Any comments on the three 10000 share block sales? eom

To: Paul Schmidt who wrote (5847)	3/5/1999 5:05:00 PM
From: andrew peterson	Read Replies (2) \| Respond to of 11417

I certainly don't mean to sound harsh, myself. I just disagree with idea that WAVX will be valued as a commodity. If that is so it will be an insane misperception, given that WAVX has never talked about making money off of the sale of the chips. I don't think that even analysts are that far out of it. I don't believe that Joe Six-Pack will see WAVX as "just another chip factory." I used to hear that misconception once in awhile (people asking how much money WAVX would make off of selling their chip to OEMs) but I haven't heard it for quite awhile. In fact, given the way the technology is being licensed out to others, it almost doesn't make sense anymore to talk about Embassy as a chip. A much more likely misconception that I'm hearing right now is that WAVX is just a hardware security company. I cringe whenever I hear that sentiment -- for instance in questions regarding whether Intel's incorporating security will destroy WAVX. Anyway, if anything I said gave offense to Trader X, I sincerely apologize. Disagreeing with him on this point doesn't lessen my appreciation for his presence on the thread.