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

To: Trader X who wrote (5912)	3/11/1999 1:32:00 AM
From: Trippi	Read Replies (2) \| Respond to of 11417

Trader X -- to answer your question requires first that you suspend your current notion of how the Web currently works -- transistion to the radical shift that WAVX seeks to create will take time -- but the following is a likely scenario of how (and why) it will happen. 1. The first point is regardless of any competing technology's supriority (of which I know of none) none offers an OEM a new revenue stream -- currently they sell the box -- we use the box to transact -- AOL and others make money and the box maker gets NADA -- WAVX has the only tech that contains a method for the OEM's to generate a new revenue stream -- this should eventually provide for a faster deployment as hardware companies (PC's, STB's, PDA's etc) have an incentive to include WAVX. 2. In the beginning -- Web sites will be realatively unimportant -- and Bundled Content will be extremely important. For rapid deployment of both the Embassy chip and WAVE accounts to occur -- Exciting bundled content will be critical -- A solid package of leading edge PC games, utilities and software worth 100's of dollars but that is only available to the user if they set-up a $5 dollar Wave account -- will expidite a growing number of WAVE accounts as the chip deploys. Smart content providers will want to be in the bundles -- and will have the rest of their catalouge ready for sales to those who have activated their Wave accounts. 3. During this initial stage many Web sites may begin to conduct sales and take advantage of EMBASSY -- but as the number of "EMBASSY Inside" PC's grows and the number of Wave accounts grow -- microtransactions will begin to make a new revenue model for the net feasible. Currently you pay $200 to post on SI -- Raging Bull charges nothing to post -- and tries to make a go of it by selling advertising. Raging Bull can not charge you a penny for each post and a tenth of a penny to read each post today -- because even if you were willing to pay that way -- there is no cost effective way to collect it -- Embassy when fully deployed makes this a no brainer -- suddenly good content is king -- and not just because of the advertising eyeballs it grabs -- but because microtransactions will add growing revenue to the best sites . There are a lot of companies spending like crazy to grow big enough on the net and capture enough of an audience so that maybe with current revenue models they might one day be profitable -- If WAVX succeeds many of these companies immediately become profitable or more profitable as the case may be. And new companies that can not exist under today's revenue models will be born. So to make a rambling post a little longer... there are three steps 1. Deploy the chip as fast as possible 2. Bundle content that makes the consumer want to open a WAVE account to get it. 3. As chip and account deployment accelerates -- new microtransaction revenue model explodes -- suddenly it becomes clear how a lot of today's questionable net companies actually make it. And how those that are making it can add to their revenue. BTW none of the above even deals with Replay TV, Music, movies etc as broadband width and other technologies converge to add the use of Embassy, Wave accounts and add more revenue to WAVX. The Web sites will come -- because that is where the money will be -- WAVX has to deploy so that there are enough pennies to go around -- and at some point all those pennies will add up to an amazing market cap. Right now -- its all about deployment and the quality of our content. Trippi