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To: Dr. D who wrote (10255)4/11/1999 8:43:00 PM
From: SlateColt  Respond to of 41369
 
E-Commerce and the Next Wave

I'm interested in finding out anyone's opinion on a small "story" stock called Wave Systems (www.wave.com) (OTC BB: WAVX). They have partners such as HP and IBM and have signed multiple deals with OEMs to include their technology on ICs, motherboards and the like. Their product is called Embassy and has a planned deployment of 2-3 million this year.

Today, I noticed that AOL themselves have taken an equity position in the company and there has been speculation as to some sort of partnership/agreement (see below)

quote.bloomberg.com.

Thanks in advance,

---Slate



To: Dr. D who wrote (10255)4/12/1999 8:01:00 AM
From: RocketMan  Read Replies (2) | Respond to of 41369
 
Well, it looks like instead of giving analysts proper guidance, Compaq decided to wait until the end and torpedo the whole market. They must have figured that if the entire market came down, their own problems would not look as bad. I wonder if any of their insiders were selling while sitting on the bad news?

Just my opinion.