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Re: Doma post# 18707

Sunday, 11/16/2003 2:09:44 PM

Sunday, November 16, 2003 2:09:44 PM

Post# of 249091
edit: Wow Doma:

i didn't say you did say that, did i? & i can assure you that i never said it either!

but it remains glaring in terms of the inconsistency b/tw yer statement & the projections of other voids.

SO, is Weby wasting his time w/a measely 5K shares?

SO, if one does have rich relatives, should they even bother to inform them about wavx, given the disparity b/tw Doma's expectations & others being @ minimum a magnitude of 50X?

SO, it's sorta like this other SKSpeak... first he says it doesn't matter whether it's bundled or aftermarket. then, just a graph later, he says he'd rather it be aftermarket.

SO, it's kinda confusing --- can you help me understand what he means here?!?

no acronyms please!

tia!

SKS: As far as whether it's a bundled service or it's marketed afterwards, we, I don't think really care. In some ways, I think there are real advantages to being bundled, and in other ways there's a great advantage in having a direct relationship with the shipping customer.
 
So let me used two examples for those on the phone. In the case of National Semiconductor every time they sell a chip, our software is bundled along with it. We don't necessarily then end up with a direct relationship with the OEM customer who bought the National chip, because National ends up with a direct relationship with the OEM customer. Obviously that's fine. We don't really have to do much work to support that per se, because National manages the sales effort. On the other hand we're one step removed from the customer, and so the quality of information that we get fed back is not as strong as if in the case of Intel they use an Infineon chip and they have Wave software on it. We have direct relationship with Intel, and that's not a relationship that’s carried through Infineon. So both models have their benefits and advantages and disadvantages and we’ll continue to pursue both. I think long term we would like to end up with a direct relationship with the customer shipping our software. I think that’s where we ultimately want to end up.


PS is Wave @ Comdex this year? it is *the* biggest electronics expo in the world...

edit: Doma, you wrote: "Wave has built that inventory of
tricks..." What "tricks" does Wave have?



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