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

To: andrew peterson who wrote (5850)	3/5/1999 7:03:00 PM
From: Trippi	Read Replies (1) \| Respond to of 11417

TraderX -- I understand your thinking on the commodity valuation -- but I believe it will be proven wrong. The partners and content providers that WAVX has deals with -- will signal to everyone that this is not your father's chip company. IF anything you may be right for a short period of time -- We ship X million chips -- and the street says OK X million chips @ $5 = Y Revenues. But then the cut from the meter kicks in -- and that will be when the street says -SCREW THE CHIP ITS PEANUTS!!! Lets see Xmillion WAVE accounts spedning Y each year with Z growth in new accounts = somehwere between Yahoo and AOL -- this is my point either they succeed at changing the way we commerce is transacted or they don't -- If they do -- you are right for the first few quarters the street may only see revenues through the number of chips shipped -- but shortly thereafter there will be a revenue stream that no other Chip company has -- The Cut from the Wave Accounts -- at that point the street won't care about Chip revenues -- it will be simple math -- how many WAVE accounts -- How much is being metered, how fast are the number of accounts growing. Trippi

To: andrew peterson who wrote (5850)	3/5/1999 7:09:00 PM
From: GerryMiles	Read Replies (1) \| Respond to of 11417

Andrew-- You must remember the amount of time DD truly takes to get a "true" understanding of the company and that "INITIAL PERCEPTION" is of "security' and "silicon'. Intel IS NOT A COMPETITOR. The security feature is the "trojan horse". To get in as many digital products, i.e--PCs, handhelds, set-top, satellite, virtual,etc.. as possible(supply chain) and build a core critical mass. ^The money is in "METERING' and "content DISTRIBUTION' (MIDDLEMAN). To get a piece of all transactions digitally. IF the initial mass is deployed and the revenue model subsequently proven, watch out, because this WILL be a gorilla of the biggest kind if WAVX reaches UBIQUITY. Exponentially, this company has a chance to be BIGGER than Microsoft. Now there are MANY IF, RISKS, GORILLAS, FUTURE TECHNOLOGIES, etc..so there are no guarantees here, BUT this is the right solution at the right time. I cannot think of a stock with anywhere NEAR the potential as WAVE---X. Content distribution-datacasting Stay cool GM