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

To: Wooly who wrote (6859)	5/18/1999 10:39:00 PM
From: Cosmo Daisey	Respond to of 11417

Wooly, Support has been broken at these levels and the next support is around 12. This is the technical look if you follow TA cdaiseyPhD@change-the-header-kill-the-stock.com

To: Wooly who wrote (6859)	5/18/1999 11:18:00 PM
From: SDR-SI	Read Replies (1) \| Respond to of 11417

TO ALL: Following is a post from RB by Jas, which IMHO bears reading, rereading, printing out and saving to look at when you think the market price is deserting you. It is an excellent, thoughful summary of where we are: * * * * * * * * * By: internet Reply To: 36548 by happytrails Tuesday, 18 May 1999 at 7:29 PM EDT Post #36567 of 36612 Good evening everyone, I've got a lot on my mind but to be honest...I don't know where to start. This thread was started nearly a year ago by Snackman. Think about where we were a year ago. We had invested in a company that had an idea and some patents. There was absolutely no way of knowing whether or not this company's idea of digital distribution would ever catch on. Heck..in order for our company to become a success...we had to achieve mass deployment....but how? Why would any major company want to deal with some no-nothing company who was barely getting by on a shoe string? Could such a company build the huge network between various OEMs and content providers that would be necessary for it to become a success? Was the system...and it was not a system back then...good enough to compete with the other solutions that were around...ie software solutions? Heck...they still had to convince the world that a hardware solution was the way to go. Even if they could get some to listen...was the infrastructure in place that would allow this company to grow? Well, lets see what has taken place in the last 12 months... 1) Digital distribution....this appears to be one of the FASTEST growing areas in the internet sector. You just need to take a look at the Music and video(pay per view) sectors. 2)Deployment...HAUP TV cards will be available in the next 2-3 weeks. Modems from Actiontec will be available by the 4th quarter THIS year. Atmel has announced that it will place Embassy onto their silicon by 1st quarter 2000. HAUP will have EMBASSY on their DIGITAL cards by the fall of THIS year. Steven mentioned to some of our friends at E-3 that ther WILL be PC's with EMBASSY in them by Christmas of THIS YEAR! FREE PC has announced that they will place EMBASSY onto their PCs...(BTW...Anyone know who is building the PCs for FREE PC? :-)) 3)Working relationships ...Ask yourself...why would FREE PC place Embassy onto their products? Now ask yourself what cost the CEO of Compaq his job recently? Is there any reason that would drive the various PC manufacturers to place EMBASSY onto their respective products? Why has NEC already announced that they will ship THIS year. 4)Network of ... oKI/HAUP/ACTIONTEC/HWP/NEC/POLLEX/RSA/SUNW/SARNOFF/ ...This is surely a very impressive list of partners. However, does this list tell us anything about the potential scope and magnitude of what WAVX is attempting to accomplish? OKI/SMSC/ITE....they will produce the silicon. SIGMA/IGST are working together on a number of projects with MAJOR OEMS...and we know that they will place EMBASSY onto their products as soon as the chips become available. HAUP/NEC/HWP/Actiontec/ATMEL have announced that they will place EMBASSY onto their products. Yes I know that I have included HWP in this list. The reason I did so is based on the comments that Mr. McGowan(Versecure chief) made a couple of months ago. SUNW/ATMEL ...they allow EMBASSY to be used in the arena of SMART CARDS. Verisign allows EMBASSY to have the ability to work with Digital Certificates. Pollex/NEC provide Embassy the capability to use BIOMETRICS. RSA...what needs to be said about this company? 5) Hardware vs Software...The only word that needs to be used is ....I N T E L. When INTEL announced that the world of e-commerce NEEDED a HARDWARE SOLUTION...it did something that the SPAGUES could not do by themselves in nearly a decade. All of a sudden...the standard became the HARDWARE SOLUTION! Then INTEL gave us another gift. They outlined all of the capabilities they wanted to place onto their security chip...and I forgot to mention...they hope to have it ready by 2001. Funny thing is that EMBASSY IS AVAILABLE IN 1999 and does MORE! 6) Infrastructure...Many have asked the following...If the product is so good...then why haven't they shown any real revenues in over a decade of pushing their product? The answer is very simple...THEY WERE YEARS AHEAD OF EVERYONE ELSE! Folks...think about all of the mergers that have taken place over the past 12-24 months in the TELECOMMUNICATIONS sector. What has taken place in regards to bandwith(sp)? What has taken place in the storage capabilities of PCs? What has taken place with the STB sector? WAVX HAS THE POTENTIAL TO BE INVOLVED IN SUCH A VARIETY OF SECORS THAT IT IS TRULY MIND BOGGLING(sp). Funny how the recent series of announcements seem to be hitting in a variety of sectors. 7) inTelecast....PERHAPS THE MOST IMPORTANT PORTION OF WAVX. Folks...why would Sarnoff want to form a joint venture with a little company like WAVX? If people truly understood the direction intelecast is going and what forces are driving it...they would be in SHOCK!!! PATENTSPATENTSPATENTSPATENTSPATENTSPATENTSPATENTSPATENTSPATENTS PATENTSPATENTSPATENTSPATENTSPATENTS In short (pun intended)...we are all owners of a company that is dealing with the GIANTS. Think about it for a second...why would one GIANT want to deal with a small company that is already dealing with a GIANT? Could we actually have something that they want????????????????????? Sincerely, Jas * * * * * * * * Thank you Jas. Steve