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

To: cm who wrote (6457)	4/17/1999 3:01:00 AM
From: OpenSea	Respond to of 11417

c m --- Fantastic. Thanks for the link. Here is an excerpt of the David Dack (of HWP) interview: You've said that you're working on something called the Trusted Internet Computing Base. What can you tell me about this? "What we are trying to do here is to create trusted subsets on the Internet where companies will feel comfortable to risk their mission-critical processes. Because we can't rely on the Internet to provide secure communications by itself, the clients and servers need to be secure environments in themselves and also need to communicate securely among themselves. This then would be a Trusted Internet Computing Base. When most businesses believe that this has been achieved, then we will see a real explosion in business on the Internet."

To: cm who wrote (6457)	4/17/1999 9:05:00 AM
From: cm	Respond to of 11417

More Research Notes... Went back and thoroughly reviewed the 2/99 WSF presentation slide by slide. I'd recommend that everyone do so, because I think many interesting hints are buried there. (My theory is based on the use of language. I think alliance partners--or potential alliance partners--start adopting a common language. It's like HWP and WAVX's "trusted client" brain virus. I think the "trusted" word is very big in HWP's nomenclature.) Under the telecom bullet in the WSF presentation: the words "self-provisoning network." To give you just one idea of why self-provisioning is such an attractive concept, check out this link about the cable industry... cisco.com (Note: an important part of the process is providing subscriber/billing information. I think we know of a solution that could simplify that process.) Another interesting (at least for me) note: in the WSF presentation the words "desktop portal" are used. Now, when you do a keyword search for "desktop portal," you don't get a lot of hits like you might think you would. One of the hits though is about AOL and its proposed ICQ chat "desktop portal". It's just interesting to me that WAVX and AOL are using the same terminology. Here's the link to the 11/98 ZDNet article... www5.zdnet.com Again, these are very oblique research notes... no definite radioactive markers pointing to WAVX. So file it all under "For Whatever Its Worth". Best Regards, c m

To: cm who wrote (6457)	4/17/1999 5:18:00 PM
From: cm	Read Replies (1) \| Respond to of 11417

More Research Notes: Gilder Article Mentioning WAVX... Here's some vintage Gilder from 4/6/98 Forbes ASAP. The article is entitled Life Span vs. Life Spam. It does have a specific, though brief, reference to WAVX. A reference which is somewhat reminiscent, by the way, of some stories that HWP is weaving in its new ad campaign. The article hits on many themes. There is the issue of attention scarcity, something that Michael Goldhaber dubbed, "The Attention Economy" back in a wonderful series of articles in Wired/1996. There is the whole topic which Gilder made his own very early: customer supremacy in the age of the Web. Using the Web, individual customers, like you and I Magee, now have a power that would have once been reserved for entire corporate procurement departments. (Incidentally, ITWO calls this theme, "The Customer Century.") In any case, the article is a wonderful read for a late Saturday afternoon. Here's the link... forbes.com Best Regards, c m