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Dr. Thibadeau is now SVP/Chief Scientist WAVX!
http://www.marketwatch.com/story/wave-chief-scientist-robert-thibadeau-to-discuss-compliance-and-hardware-encryption-at-storage-network-world-2010-10-11
Prior to joining WAVX, Dr. Thibadeau was Chief Technologist at Seagate.
he is no longer with Seagate. He is employed by Wave Systems.
Please get your facts in proper order. Thank you very much for your cooperation.
jakes dad...Thanks for the video!
Dr. T saying 'we are seeing alot of traction!"
alot of people are talking about it now.....
really good stuff
Ian like u have been saying..Mgmt delivers!!!
Great management team. Motivated, smart, and focused!!
of course, it doesn't hurt to have big backers too! LOL!
CharlesD.....my hats off to QPSA Management!!!
like Ian has been saying, "Management is delivering on every score!"
my words but that is what Ian has been saying......
great management.
Five Straight Months of New Member GROWTH!!
ChasD.....this past October (2.1 million new members) represented the FIFTH STRAIGHT MONTH of new membership growth! QPSA has never done this before and it is a TREMENDOUS accomplishment. CONSISTENT growth is a huge feat and i think we are now on a new potential growth trajectory. Of course, we won't know for sure until we see more datapoints but it is looking very very good.
What encourages me the most is that we are going to get new features put on the network very very soon that could boost membership growth. Plus, i think we will see more monetization of the network which is what investors want to see the most. Once the revenues start to materialize in a consistent and meaningful way, i think we will see a whole new dynamic open up.
JMHO
Thanks Ian..
i was expecting about the same. From what i recollect, QPSA will be the FIRST social network deploying these types of games.
Ian Great info! thanks. Quik question....
do u have an idea of when QPSA will be able to activate the new
skill based wagering games and other games?....
also, do u have any thoughts on revenues?
Looks like we need some different news...
to break the $6 barrier. I guess it will have to be the quarterly report or an up listing.
I could very well be wrong but i think they are going to have to increase the stock activity before they get up listed. As to the quarterly, if we can show some interesting revenue growth then i think we could be off to the races.
quantcast signals a spike in activity
at month end. 5% growth month to month is slower than the last
five months but i think you will see a significant new plateau
of growth once the new wager games come alive.
there is very little doubt that QPSA will probably get close to
60 million towards the end of next year. What we want to see is
some monetization along the way. then it makes sense that a new
valuation model will come into play.
very very very undervalued.......imho
this means very likely 27 MILLION users by yearend!!
i think we can legitimately say that QPSA will average 2.5 Million
new members per month next year.
that means close to 60 MILLION MEMBERS BY YEAREND.
ok do the math. If we conservatively value per member at about
the current valuation (about $6), then this means the market cap should gradually move up to about $360 million.
Folks, that about 4 1/2 TIMES THE CURRENT MARKET CAP!!!!!!
2.1 MILLION NEW USERS!! here is link:
http://finance.yahoo.com/news/Quepasacom-Adds-a-Record-21-iw-2652934480.html?x=0&.v=1
WOW!! I was hoping for anything over 2 MILLION!! My guess was
2,050,000 new members!
WOW!! HUGE................
Just bought another chunk of stock!
Like Ian says, "Invest in the Management!"
As I look over the roster of top management, I really like what I see.
Alot of highly motivated, very intelligent and financially astute managers.
They know this space! And they have very strong backers.
I have to believe that their strategy will work out.
WAVX to Present @FireGlobal on Nov 11th!!
http://www.marketwatch.com/story/fireglobal-west-coast-to-showcase-groundbreaking-digital-security-provider-wave-systems-corp-2010-10-25?reflink=MW_news_stmp
I guess we know why the organizers are now saying that WAVX is
going to show how business can now do the previously thought IMPOSSIBLE task of.............
read for yourselves.
Investors awaiting the new user report.
hopefully it should be out shortly.
Last month QPSA reported new user # on 10/4/10
at about 10:30am EST. I am guessing they will report the same
report today in about another hour. If not, then we will probably get the report tomorrow.
Still looking/hoping for a bit more than 2 million users added.
Still anticipating about 27 million users by year end.
ian i agree.
I would love to see the following PRs.
(a) Some sort of advertising revenue deal
(b) A strategic buy in from someone like Carlos Slim that would be
non dilutive.
(c) new members in October of 2.5 million!!
one can always hope for the best!!
Tomorrow is another day.
sooner or later this baby is gonna FLY!!!
CharlesD i have looked @ all the prior news
releases on new member additions going back six months and they
release the info anywhere between the 1st of each month to the 5th
day of each month. So, we could get the release sometime between
tomorrow and Friday. Just a hunch but the longer the delay the better
the number.
CharlesD If it breaks $6 w/ conviction
i don't see much major resistance until about $8 or so.
What we need is a nice advertising revenue deal or something like
that. If we get something like that, then I think we head to double
digits. JMHO
Tough to crack that $6 resistance!
i guess the pressure just gets bigger and bigger. When it does
crack $6 i think it has the potential to EXPLODE.
ian Outstanding post on why QPSA could be a Homerun!!
I like the fact that Abbott takes comp in stock&warrants.
i think QPSA is cashflow breakeven. Is this your belief too?
Not only Abbott, but the other Stanford guys are impressive.
Maybe AHMSA will provide more attractive LT financing?
thanks for your feedback
Outstanding Video!!
SKS outlines succinctly and forcefully why WAVX is going to be a HUGE growth stock. Either that or it gets bought out.
jmho
p&f
DELL buying cloud company called BOOMI!!
the cloud is getting bigger and bigger and bigger.
gonna have to secure the cloud one of these days!!!!
i wonder who is gonna help out in securing the cloud???
WOW!! over 2 million in just one month!!
that is huge!
i think those new skill based wagering games are going to be big pluses in terms of revenue growth and overall network activity once they come up. I wonder when QPSA will be able to load up those games.
Hopefully this month or next...........
Over 5 million users!!! WOW
how much is that up over the last couple months? Sounds like a big increase.
great. QPSA usually reports new member info about now.
at the beginning of each month, QPSA provides info on how many
new members have signed onto the network.
What i am really anticipating is a huge uptick in activity and
revenues once those new games are introduced.
If we break nicely above $6
then i don't see much major resistance until about $8 or thereabouts.
i think we could get some news that will help us punch through that
$6 wall.
let's hope
Very very NICE price & volume action this morning!!!
is something up?
CharlesD...maybe so. But I think it's good.
can't rely on quantcast.....
Anything around 2 million new members is great.
i guess we keep expectations low. Even with just 1.9 million
new members to the end of the year, we still have about 25 million
members by 12/31/10. that's huge.
we'll see.........
Hey ChasD...i hope we get over 2 million
new members for October.
i think we will. i am hoping for 2,075,000 new members.
if this happens, then we will have pretty close to 28 million
members by year end and pretty darn close to 60 million members by
year end 2011.
helpfulbac...nicely done!
So.....the NSA (aka the Federal Govt) has effectively put the
big FAT STAMP OF APPROVAL on TC solutions as it relates to DATA SECURITY.
the term DATA SECURITY is really important. it goes beyond just protecting us from credit card theft or even identity theft (which i think is a really BIG BIG BIG PROBLEM!).
it goes to NATIONAL SECURITY. i mean....we are in a world where it is quite conceivable for major utility grids to go 'silent'. This is really really scary stuff.
OK....getting back to Wave Systems. this little flea of a company has the capacity to solve alot of these issues. Unfortunately, sometimes it takes a HUGE CRISIS to crystallize these issues so that the 'powers that be' take the necessary steps to take care of the situation.
I don't care what the timeline is. I think Wave Systems is going to be a huge deal. It could happen overnight or it could take a couple more years. It doesn't matter to me.
thanks for all your good DD.....
expat...actually CSCO has been watching TPM.
it is right up their proverbial alley but the TPM market has been so small and 'irrelevant' that they haven't bothered.
all this has changed. The NSA has truly blessed the TPM architecture.
There is no disputing this assertion. More and more computing units are being shipped with the TPM. CSCO doesn't do anything by extension.
There are two facts involved in this little discussion. FACT ONE: CSCO has now incorporated TPM technology in their key product lines. CSCO doesn't do this unless they endorse it big time.
FACT TWO: Wave Systems is the #1 TPM software management company on the face of this planet. They have invested big money over the last
decade to make this so.
Now.....logic leads one to conclude that Wave Systems will somehow and in some way be in the thick of things as this whole TCG/TPM/NSA dynamic evolves. What will the endgame be? Who knows?
My gut tells me that it is one of two endgames:
(1) Wave Systems is bought out by one of the gorillas
(2) Wave Systems avoids (1) scenario above and becomes a big growth story for a number of years AND THEN:
gets bought out..
In the end, Wave Systems gets bought out. WHY?
Because their technology is too important and too intricately enmeshed with what is going on out there in terms of data security/integrity.
Just my humble opinion....
awk read the posts on the board.
not misleading at all. CSCO has signed on. Why?
probably because the NSA is nudging them to get on the bandwagon.
All in my very humble opinion and no intent to mislead or otherwise
and not appreciated in any regard.
thanks for all your concern on this matter.....
maynard yeah baby..maybe REAL AWESOME!!!!
CSCO has now signed on to the TPM architecture!!
and who is the #1 TPM management Software Company in the entire
UNIVERSE???????
Wave Systems buddy! NSA Approved, dude!!!!
see ya in Las Vegas
ha ha ha ha ha.......................................
Sorry. I meant LynuxWorks. Not LynxWare...
geez.
Your DD on LynxWare and CISCO is AWESOME!!!
CSCO is now in the TPM market. I think someone here hinted that WAVX is now working with CSCO.
I think this is getting really CRAZY!!!
good work! THANKS
Nope. You are wrong.
imho they are closing sales but are not providing the media to go with it. For what reason? I haven't the slightest idea and I don't think it's necessary.
whatever
You don't even need to say Fortune 500!
how about this:
"We are very pleased to announce that we closed two contracts in
Q3 with a total value of $2.25 million."
wow. that was easy
Let's ask how the Auto implementation is going......
at the CC. It would be great to get an idea of how that big contract is proceeding. Since the company is devoting significant resources to make sure the project goes well, I think the company's owners (aka shareholders)have a right to see how things are going.
The CC is our only opportunity to find out how these projects are proceeding.
Where is everybody?