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Blue Dolphin....I've given up listening to guidance...what I pay attention to is the client list. I know that we have close to 30 million Wave software out in the market place. I know that at some point enterprise and govt. sectors will take control of these TPMs and utilize them. I know that at some point in time...Seagate will manage to sell MORE than 10K FDEs in a quarter. They are not spending the time and money on these drives to sell a lousy 10 K FDEs over THREE months. All these things point to HIGHER revenue in coming quarters. This has nothing to do with what SKS has to say....it's the market place talking...and that is what we have to pay attention to. Today we had FOUR new entities claim that they are using our products....two of them are VERY significant clients.
Sincerely,
Jas
re Chicago bridge and Iron..Besides Michigan State University...SKS also mentioned Chicago Bridge and Iron as new clients that did not make today's pr...
We've been asking for additional clients to publicly come out and admit they are buying Wave's "cool" security products...well...today we got FOUR of them.
http://www.cbi.com
Sincerely,
Jas
Player...re Last Quarter and trend... I agree that last quarter is not going to change perceptions. However, the fact that they have been able to doccument 4 NEW clients who have adopted Wave's solution recently does infact represent a CHANGE from the past. I believe this is what the "street" has been waiting to hear.
Sincerely,
Jas
SKS mentioned Michigan State University on the call
Sincerely,
Jas
Player..re SKS's credibility....I agree 100% with your assertions regarding the effect that has had on such things as the share price. The counter to that...and by no means am I minimizing what you are saying...is that there seems to be early signs of traction developing in a ever increasing POTENTIAL market place. Ultimately...this will translate into higher numbers on the bottom line. I sincerely believe that the "street" is going to start discounting the prior quarters and start looking 6-12 months ahead....IMHO
Sincerely,
Jas
interesting comment....I don't disagree...but I would have thought that my perspective was in the minority.
I think the market is looking at the fact that the market is beginning to engage. Today we saw 4 NEW clients who have come out of the closet and said...hey we BOUGHT WAVE's SECURITY PRODUCTS!!! Michigan State University is a nice addition.
Sincerely,
Jas
Player...this may surprise you...but I don't have a disagreement with you regarding your last post. The only thing I will say is that obviously they are beginning to sell to enterprise clients. Michigan State is a reasonable client....it's a start...FWIW
Sincerely,
Jas
Can you avoid NASDAQ delisting....I believe we have strong enough news flow to accomplish that....
We are a "part" of the V-pro tech from Intel.... revenue ramifications???
Sincerely,
Jas
Shipping ~5.5 million copies of software/ quarter
Sincerely,
Jas
Michigan State University and Chicago Bridge and Iron have become clients for Wave
Weby...Did you notice that we only had 1.5 million at the end of March? If our current burn rate is ~7 million/quarter...that would have gotten us to the 20th of April or there abouts....It will be intersting to see what SKS says about future funding.
Sincerely,
Jas
JKIRK..re Q1 numbers....Heck....I would be very happy with 2.25.(My range is between 2-2.25) Re the content of the CC....I want to hear about sales in April vs Q1....I want to hear about the pipeline of ordering companies increasing....I want to hear about plans for future funding of the company until Break even is reached....
Sincerely,
Jas
CM...The death of a parent is a very difficult time in ones life. You are in our thoughts....hopefully I'll be able to see you at this years SHM....Take care my friend.
Sincerely,
Jas
AA...re afterhour trades...There was one trade for 27,000 shares at ~1.03....
Sincerely,
Jas
XXX re CC and SEC regs...Doesn't a company have 45 days after the close of a quarter to release their prior quarters results?? Therefore...didn't Wave have until the 15th to release their Q1 results??
Sincerely,
Jas
Good evening Go Kite...I seriously doubt many wavoids are expecting more than 2.5 million for Q1.....we may have a few months ago...but I don't believe that is the predominant expectation for Q1. Personally...I think the number will come in between 2-2.25million. I do agree that some are expecting to be given a rosier guidance that is based on reality (April sales) than prior CCs...IMHO
Sincerely,
Jas
Wavxwizard...re who is going to believe SKS....When was the last time you saw the share price INCREASING going into a CC in which most of the large shareholders believe that the revenues will ONLY increase by a couple of hundred thousand vs the prior quarter? When was the last time you saw the share price increase prior to a CC when additional finacing was necessary to get us to breakeven??? When was the last time you saw us facing TWO delisting notices and yet the share price continues to show strength?? Could it be that the 'street" is finally looking 6 months ahead from now and likes what it sees???
Sincerely,
Jas
Countdown...Market cap > 50 million....day#1
...Closing Bid>/= 1.00.........day#1
Sincerely,
Jas
rwk...re expectations and guidance...From where I sit...I'm expecting no more that 2-2.2 million for Q1. Obviously...it will only mean a few hundred thousand more than Q4 of 07. What I want to hear is that business has picked up tremendously in the month of April vs the first three months. I want to hear that the pipeline of companies ordering FDEs are also increasing and continue to do so with each passing week. At some point...this pipeline of companies is going to translate into SIGNIFICANT revenue growth. I want to hear that BREAKEVEN on a quarterly basis will happen THIS year..hopefully by Q3.....Finally, I want to hear about the companies plan on securing further finacing to get us to the point past break even.
Sincerely,
Jas
CM...just admit it...you're a party pooper! What's the downside of providing aid to a group of people who stick around and talk about every post when...oh yeagh...they sold out months if not years ago.
The point that most longs do not appreciate yet is the extent to which the TRUSTED COMPUTING REVOLUTION will change things in the computing sector. There are large companies that will be very severely impacted when this revolution starts in mass...There is a reason why companies like DELL/Seagate/Intel not to mention 5/6 TPM manufacturers have signed up with Wave...When the match is struck...this stock WILL react....that's the REAL reason why all the naysayers are still hanging around.
Sincerely,
Jas
Drm...glad to see that you're still around...given the recent sales from your neck of the woods.
Sincerely,
Jas
AWK...I'm very happy to see that YOU have taken advantage of these prices. You've been one of the true jems of this community and deserve to benefit financially once the dam breaks...and break it will!!! For all the longs out there who have suffered through years and years of unfullfilled promises...the time is NOW to further accumulate Wave shares. All one has to do is look at the landscape that has come into focus....This has NEVER existed before.....
Sincerely,
Jas
AWK...re predictions...I'll go out on the limb and throw this out....Q1 comes in between 2-2.3 million dollars....and the next day...we will trade HIGHER! The bottom has been reached in BOTH revenues and share price....How's that for a call!!! This is the first time on a long time that I have no reservations regarding accumulating additinal shares...FWIW
Sincerely,
Jas
AWK...re Wave...There re two very distinct camps regarding Wave and her future prospects. Just as in the state of the economy (US) There are those individuals who believe that we are about to see the WORST slowdown in our economy since the great depression...and then there is the side that believes that this recession will be very shallow.....if it occurs at all. These camps are nearly 180 degrees apart from eachother despite looking at the same data points. Similarly, there are those who look at Wave's history and see nothing more than unfullfilled promises or out and out lies. They believe that Wave is still over valued. There is nothing we can say that will change their view on Wave's prospects.
There are those of us who see all of the data points of the past and see an entirely DIFFERENT future. We see an approaching REVOLUTION in trusted computing that will create a dramatic CHANGE in this sector. Wave is at the tip of this arrow and the target is TRUSTED COMPUTING. Make no mistake about it...those of us in this group ARE accumulating additional shares....for those who follow technicals.....are we completing a tripple bottom??? Does this suggest anything???
Sincerely,
Jas
Trustco...BEFORE we start talking about the possibility of 150/share....lets get back to 1.50-2.00/share first.....
Sincerely,
Jas
re reverse split....This discussion of a reverse split does NOT solve the current problem of a market cap threshold of 50 million dollars. What is curious to me is that the company has been as silent as it has been over the last 10 days. Surely they know what is going on regarding the NASDAQ rules...and for what ever reason...they have remained silent. We have not seen any bogus PRs in a vain attempt to boost our share price....so what gives??? I just find it curious that Lee has been as silent as it has during the last ten days....FWIW
Sincerely,
Jas
Player...re "I did reply"...pardon my oversight...could you please provide a post number in which you answered the questions I asked you in post # 163350
Sincerely,
Jas
Player...Please provide a link where I said that 100% of the pcs in question were equipped with TPMs? Do I believe that the number is a very high percentage....yes I do.....did I prclaim that the numbers are 100%?...well I reckon people can read my original response and come to their own conclusion....
Sincerely,
Jas
Player...You're very good at avoiding the questions that are directed towards you....why don't you take a crack at the post of mine that you responded to....163350
Sincerely,
Jas
Player...If some decent estimates are to be made by extrapolation of the source data, then we might eant to estimate what % of the pc sales of Dell involve Wave as a standard software....
1) What % of Dell total pc shipments are equipped with TPMs?
2) What % of Dells total shipments are for the ENTERPRISE Govt sector?
3) What % of Dells total PC sales destined for the enterprise sector can one purchase WITHOUT a TPM....
Why don't you work out the numbers and get back to the rest of us...
Sincerely,
Jas
Kiwi..."If WAVX sells 1 million PC's or 500 million PC's what does it matter to us if we receive nothing from them."
1) I didn't know that Wave was in the business of selling PCs....Geez...I guess I learn something new every day.
2) KIWI...for some reason...I think that YOU do infact KNOW that not only does Wave receive a fee for EVERY notebook or desktop that Dell sells with a TPM ...but that DELL INCREASED that fee to Wave and EXTENDED the contract to 2011....
Sincerely or not,
Jas
Player...Please provide a link in which I said that every Dell pc goes out the door with Wave software on it.....
Answer me this...can you purchase a lattitude notebook with a tpm that does NOT have wave's software already bundeled into the product.....Can you purchase ANY Dell product that has a TPM in it that is NOT already bundeled with Wave's software.....I think that is THE point!
Sincerely,
Jas
"DOC"...re SHM....You just show up....some take their proxies with them...but you don't need to sign up prior to the day of the meeting.
Sincerely,
Jas
re SHM...Then I will see you there...should be an interesting encounter to say the least...
Sincerely,
Jas
Snackman...I assume you're only talking about laptop sales and not total pc numbers.
Sincerely,
Jas
Rick...I think he is simply kidding around...re-read his post
Sincerely,
Jas
AWK...re Alliances...Interesting to see who is partering with Wave vs Inifineon....Safenet vs PGP.... Dell vs HP... Seagate vs none.
Sincerely,
Jas
Ootommy...re Chicago turtles...I doubt it...they were talking about 250K shares....I am convinced that those who are selling at these levels will regret their decisions...they need to take their emotions out of the equation and look at the facts of the Trusted Computing marketplace. This downtrend is going on because of concerns regarding the next finacing package....no other reason IMHO
Sincerely,
Jas
FWIW...Someone just picked up 676K shares....
Sincerely,
Jas