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To: steve harmon - analyst who wrote (1790)	6/3/1999 5:40:00 PM
From: Marty Lee	Respond to of 4337

Dear Steve.. What do you mean by Wave Systems Corporation "seems to have some innovation with its approach?" You prefer 100% software solutions to what? Why would you prefer something blatantly less economical and technologically inefficient? Microsoft may get into what "space" through the operating system? How? Please do tell. Be thorough. I suspect you have volumes of technical notes. Perhaps you could write a few books on the subject at hand as George Gilder has done? Your preference for 100% software solutions would imply that George Gilder's mandate of the microcosm to do it with microchips is all wrong. Correct me where necessary. Your Friend, Marty

To: steve harmon - analyst who wrote (1790)	6/4/1999 12:56:00 PM
From: Sophie Janne	Respond to of 4337

Steve. Re: Wave Systems. As I posted on the WAVX thread, you don't seem to understand that Microsoft's software 'solution' is for Digital Rights Management only and doesn't at all touch upon digital distribution and services like metering, payment, privacy, etc. that Wave offers. Microsoft's software won't help the broadcasters include data in their digital content, only InTelecast (a company formed by Wave and Sarnoff) will do that. I highly suggest that you read Wave's latest 10-Q to get an idea for their business plan and the superiority of their solution. Remember that as far as financials that Wave has been a R&D company since inception and only this past weekend released product into the market. The industry support for Wave has been phenomenal judging by their partnerships with HP, IBM, Sun, Sigma, Sarnoff, and Atmel. Moreover, your preference for software security goes against the industry acknowledgement that hardware security is superior, especially when it is low-cost like EMBASSY (under $10), and when that same security hardware enables OEM's and security partners to share in the revenue passing through the device. Lastly, Microsoft's software 'solution' cannot act in the expanded role "as a general security device used in networks to enable telecommunications vendors and Internet service providers to provide virtual private networks and other new services." (From latest 10-Q) To that end, Wave is in negotiations with MCI Worldcom. Judging by the breadth of your stock-picks you obviously have a wide focus, but I think that if you take a closer look at Wave you will find that the software solution you prefer does not offer as many opportunities or possess as many strengths as Wave's patented hardware solution. Regards, Sophie

To: steve harmon - analyst who wrote (1790)	6/4/1999 3:20:00 PM
From: Witold	Read Replies (1) \| Respond to of 4337

Steve, thank you for your prompt response to my question about Wave System's chip technology. I would appreciate it if you elaborated more on this subject. Wave Embassy chip is inexpensive (about $5 per chip) and it will add versatile and flexible functions to computer hardware. Embassy will be installed in 3-5 million new PCs this year and probably many millions more in the coming years. The chip will ensure safe micro-payment transactions. It provides superior transaction safety WITHOUT giving away customer's identity (unlike the infamous new security Intel chip which by the way is supposed to provide only security). The Wave chip is planned to be combined with Smart Cards. It is quite possible that this technology might be introduced into every electronic device requiring safe electronic content metering (digital music players, telephones, palm-held devices, non-contact Smart Cards for remote content measurement (for bus fare measurement measurement etc). It is difficult to imagine that Microsoft's piece of software would provide equally extensive potential applications. Besides, Wave Corporation is not alone. They are backed by several strategic parterships with HP, SUN, IBM and guarded by strong patents. It usually takes many hours of extensive research to fully appreciate implications of the Wave technology. I would like to invite you to spend some time at www.wave.com and to share your comments on their technology. Thank you for time Regards, Witold

To: steve harmon - analyst who wrote (1790)	6/4/1999 8:45:00 PM
From: Craig Sutton	Respond to of 4337

Steve, your response about wave uses very vague implications. Could you please elaborate on your reasoning ? I have a hard time believing that the future of ecommerce will rely on a software only solution. Software by the way is what ALL hardware uses to make them useful, they go hand in hand. Are you suggesting that this software only solution will be as complete as the wave (embassy) systems by the use of hardware that has no security built in. Wave has provided this security and has made it a open platform for many software applications, everything from pc's, add-on cards, set top boxes to hand held devices. It appears that many people follow your lead so please spend some time reviewing what Wave Systems has to offer with there strategic partnerships and missions as mentioned in previous posts and on the Wave web site. I encourage anyone taking your advice to do the same. Just unclear on your intent / reasoning ? Best regards, Craig Sutton