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OOT...."With Wave it is sell on promise of news, buy after period of no news"
This normally fits for PinkSheets....what shall I say, disappointing at least!
BR
ISPRO
Thanx Snackman, right, we'll have to wait and see.../eom
BR
ISPRO
KEEP RACING
The price drop.......I guess the PIPE was priced with Fridays close at 1.20. Thoughts?
BR
ISPRO
D&O and here is the report, thanx.
http://www.taglichbrothers.com/equityuniverse/companies/wavesys/wavesys-06112008.pdf
BR
ISPRO
Thanx Vacationhouse! Great find and here is the audio....
http://a400.g.akamai.net/7/400/14595/v0001/xeroxwebcast.download.akamai.com/14595/podcast/pr/Xerox_Mortgage_Services_Talks_Industry_Trends_and_Technology.mp3
BR
ISPRO
Key...right but to what conditions...so far there are
104414 buys and
29163 sells
http://ih.advfn.com/p.php?pid=trades&btn=s_ok&symbol=wavx&minimise=&java_vm=sun&java_vm_ver=1.6.0_01&fp=9.0.115
BR
ISPRO
Thanx for all the reports!eom
BR
ISPRO
To make things clear.....
Yes I was upset about Q1 revenues and about what SKS said to Snacks about being AHEAD of Q4.
But I also see.....
1. List of customers is expanding
2. FDEs are now certified, which will bring the gov to Wave
3. TPMs ARE mainstream and will find their way to many different devices which all must be connected to the web.
4. Wave is able to raise fund if needed
So I try to remain positive, hoping for a positive outcome and I remain invested.
BR
ISPRO
Hi Internet........I guess my englisch is too weak, to express my sarcasm in a manner that all can read my posts correctly!
RE:
CTS...great math, should be on track. (sarcasm)
"That implies a $4.8 million shortfall for Q2, which seems closer to reality"
So we can assume about 2M for Q2. Well, like SKS said, 1.7 for Q1 while upgrades for 45 Q2 days exceeded Q1. SO lets say 1.9M - LOL
If thats the case we're dead....... (sarcasm)
BR
ISPRO
CTS...great math, should be on track.
"That implies a $4.8 million shortfall for Q2, which seems closer to reality"
So we can assume about 2M for Q2. Well, like SKS said, 1.7 for Q1 while upgrades for 45 Q2 days exceeded Q1. SO lets say 1.9M - LOL
If thats the case we're dead.......
BR
ISPRO
(edit)Barge...I'd say, it's just a good guess (LOL) but normally the TPM resides near the CPU. And this one looks like a TPM.
And I guess you'll be right with your consumer theory as you were right in the past.....
edit: although it was really difficult to concentrate on the TPM LOL!
BR
ISPRO
KEEP RACING
Barge....the TPM 1cm right of the BIOS battery.
BR
ISPRO
This looks really nice......
http://ih.advfn.com/p.php?pid=trades&btn=s_ok&symbol=wavx&minimise=&java_vm=sun&java_vm_ver=1.6.0_01&fp=9.0.115
BR
ISPRO
DW...it depends on the TSS and be sure, NTRU isn´t interested in opening their interface to a competitor like IFX.
IFX Software works on IFX TSS (IFX and BRCM chips) and on the ITPM (they PRed so). So since the ITPM also is supported by NTRU, it looks like it can be run with both TSS, similar to the BRCM TPM 1.2.
Thats what Alea got right with trusted switzerland....
BR
ISPRO
4x....thats what i'm wondering too. eom
BR
ispro
Robert....and what do you think does ETDM/FDE and ETS vault do?
The most popular products on the DAR Encryption program are hybrid software packages that offer full disk (FDE) and file folder encryption (ETS vault).
BR
ISPRO
Great Find Foam, thx!eom
BR
ISPRO
When people like you show up here, it could get interesting with WAVX.
Thanx
Helpful.......you're really helpful! Great DD, thanx, this kind of DD lets us forget the SP for a moment....
BR
ISPRO
Zen........obviously the new version of ETS WILL be installed on the new Latitude models, which will be introduced in June. Please consider (and remember when the first D620 with ETS came out), that Dell sells a ton of their old D series at least until November at a great discount. So E-series volume will not fully kick in for us. So my guess for NOW is:
-Starting in July with about 50% of volume of Latitudes sold.
I don´t know if all other machines like Precision and Optiplexes will get the new version at the same time.....
BR
ISPRO
Genz....SKS told us of about 10K FDE drives and about 100K bucks of (2k) upgrade seats. He also mentioned that he has the same in Q2 already (ATTENTION, NOT April only, listen to the CC), so I guess we'll see a doubling at least.
BR
ISPRO
Doma.......to be fair, I'm with you on SKS and the truth. I was shocked when I saw the revenues for Q1 and remembered he told Snack that they are ahead of Q4 in March. But ETS is a fine product with many usefull features. And I'm sure you know many people who recommend to deinstall other products (like McAfee or Symantec) cause they have issues with the software. Nobody is perfect, especially folks posting and blogging in the net.
I´ve ETS running on my D420 and my D630 and I´ve installed ERAS on a 2003 domain controller in combination with a MS2008 server with MSSQL 2005 database. I've installed all without help, only with the ERAS manual and it worked fine.
From now on we should only follow PRs about new customers and deployment and for me, I'll believe nothing anymore until I see it written in STONE!
BR
ISPRO
.....shocking!
Fullmoon....right, what irritates me, is that Dell has year end per Feb and normally they push their sales at the eoy. Furthermore obviously NO FDEs or upgrades were sold. And if we hope for "more business in April than in Q1", then 1000 seats would do it for April.
But you´re right the financial Situation is strange too!
BR
ISPRO
200K less than last quarter?! Back to sleep/eom
BR
ISPRO
NEC and LENOVO (similar to Dell in the first phase)/eom
BR
ISPRO
Ramsey...yes it would. Both hardware devices wouldn´t be easy to access, but the combination of the FDE with the ONE TPM of the machine would be superior.
BR
ISPRO
Right/eom
BR
ISPRO
YS
http://ih.advfn.com/p.php?pid=trades&btn=s_ok&symbol=wavx&minimise=&java_vm=sun&java_vm_ver=1.6.0_01&fp=9.0.115
86k buy 374k sell
BR and BYE
ISPRO
To all on the board.......I have to leave and watch this investment once in a time. I'll hold my core of 10k shares till the end, but with the latest developments where a PARTNER buys a note from asustek with an IFX TPM and chip Software, and this famous partner doesn´t want to pay 50 cents for ETSL to provide HIS mainstream TPM software, it's not worth for me to watch any longer and to waste my time setting up a TPM enabled network with ERAS and Latitudes. While investors wasting their time with DD and evaluating Waves products, the CEO hasn't even bought a SINGLE share with his OWN money!LOL
ENOUGH is ENOUGH!
I wish us all the best......leaving for the next months, if there if anything to return.
BR
ISPRO
Doma, thanx, I guess we've to wait, since I believe it makes no sense to offer a TPM as an option. It makes sense for fingerprint readers, but not for TPMs. They'd have to offer different M-boards for all the new vostro lines....
As always we've to wait and watchLOL
BR
ISPRO
Doma....they ARE standard in the new Vostro series, as I read it.
BR
ISPRO
Bluzboy....this was discussed weeks ago. If you read carfully you´d have seen....
"TCMS enables remote administration of TCG-compliant TPM hardware using Infineon’s TPM Professional Software Package in a Trusted Domain."
What does this mean:
1. You´ll have to run the Infineon SW on the client.
2. The IFX SW only runs with IFX TSS so far we know.
3. Only IFX and BRCM TPMs can be used with IFX TSS.
4. The IFX SW can´t use NTRU TSS, so all other TPM manufacturers can´t be used
5. We´ll have to wait for the ITPM (Intel) and what TSS is used. Some here guess it will be the NTRU TSS.
6. IFX claims that their sever software runs with ITPMs from Intel, so we´ll have to wait. I think that the ITPM will run with both IFX and NTRU TSS, while IMO the NTRU will be prefered.
So you can use the IFX server and client software in an HP environmet, nothing has changed so far.....
BR
ISPRO
AWK...."ERAS is the common management console for TPM, FDE.2 and SafeNet's software based encryption products"
TIA and BR
ISPRO
AWL....100% correct! This is the HUGES announcement, I´ve ever seen regarding potential sales. ONLY with a software FDE encryption "option", Wave is able to sell the hole seats to an enterprise. It doesn´t matter if Safenet cashes 50K seats and Wave the remaining 50K, since Wave wouldn´t get the deal without a solution for ALL machines, TPMs and legacy......
This opens the door for WAve to offer complete, enterprise wide encryption solutions.
Thank god someone heard my cry here a few weeks ago!LOL
http://investorshub.advfn.com/boards/read_msg.asp?message_id=27744039
BR
ISPRO
Hi Weby....I met Brian at Systems2005 for the first time, at this time I felt the introduction of the semiar held by him was really weak. Brian is a very nice man but I thought he wasn´t interested in speaking to a few Germans about TC. Well today I felt the same......
ABSOLUTE BS, sorry but it is what it is! If I´d spoke like him I´d have gone belly up a decade ago, right after I founded my company!
FRUSTRATING
BR
ISPRO
D&O.....relationships and their purpose.
There are two (sorry three(FDE from STX)) possibilities to bring hardware security and protection in the game. Software encryption vendors try to maintain the leading role in encryption, so they have to add value to their products.
One of the solution is to bind information like keys in/with the BIOS.
The second possibility is to store and generate keys in the TPM (or the FDE krypto chip)
For example HP and Dell and many other OEMs relied on BIOS for Preboot and Harddisc password for years. Now they stepped to TPMs.
There is no question what place is more secure. You can try it for yourself. Take the BIOS battery of your motherboard, wait a few minutes and look if the harddisc is still protected or the preboot mechanism still works.
Well you can´t bypass the TPM.....
BR
ISPRO
Awk....have or when will these patents expire?
TIA and BR
ISPRO
Foam....great find!Thanx/eom.
BR
ISPRO