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SPIN

11/05/03 10:52 AM

#16696 RE: Snackman #16694

i'll comment Snack:

Nancy Sumrall said, "Wave's insights in the development and delivery of these trusted services are just the beginning of bringing a whole new level of value to the PC platform..."

couldn't one interpret this ("...just the beginning...") to mean that many other flavors will soon be available with a wide variety of service providers and functions?

i don't read this as suggesting the exclusivity of Wave at all...

guess it depends on the lens one views it through.

mine does not see Wave's TC dominance as a "done deal" but rather as a viable possiblity w/many risks on the road ahead.

according to Doma, i should sell wavx & buy rnbo.

should shareholders follow Doma's advice & sell wavx & buy rnbo Snack?

still holding...