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3K more Wave shares today
Not bad for a Wave long who always seems to be negative by other's definition. If that crossed your mind, then you don't really get me at all, and probably choose consciously not to.
Oh Well!
More Wave shares for me.
Oh and awk - I did see your post of a couple of weeks ago. I hope you read my apology (posted) beforehand. However, if it truely is your perception that I have never brought anything meaningful, or enlightening to the table (and I'm being kinder to myself than you were) then I suggest that you simply stop reading my posts immediately.
However, if you are willing to overlook my momentary lapse in judgement, and accept my earlier apology, then we can both move forward from here. If not - I'm sure we'll both survive.
Tampa123
I meant - you should put a picture of a newstand instead of the dominos, to signify that we need some good news from Wave soon.
weby - try finding a newstand and put that up
bowWave - I interpret it to mean that these domains work like partitions do on a server, in that they seperate various sections of the server to specific users. In doing so, they can allow their policy or identity management policies and standards to be either applied to a specific domain (seperately), or holistically across domains.
This allows policy, standards, and identity management to be maintained outside of the individual domain's application code, in a middleware-like set of domain independent business rules. IMO - policy/identity management is the perfect place for useful stage web-services to emerge.
t123
awk - For any attacking, or tweaking that I am guilty of, I sincerely apologize. I found you initial post to be a bit belittling, and in turn responded in a manner that I now see as too harsh.
Allman nicely pointed out the error of my ways, and I can see his point.
I hope that you can accept my apology. However, I will not know until next week if you do. I'm off the board and out of pocket for a week.
Sincerely,
Tampa1234
Because we're not making any money yet!
Okay - this conversation has gotten way off the topic of good sound Wave due-dilligence, and therefore, no longer serves the elite dot-connectors on this board.
Kindly refrain form this activity, and please go back to the business of loving everything Wave does.
Thank you
pretty funny howardjoe - and fairly accurate too
awk - what's yours?
theguvna88 - Exactly
dhmaster ---
For some of my stock $4, for some $6, for some $8, for some $12, for some $15, for some $18, for some $20, for some $22, for some $30.
That should do it!
And just for the record
I'm starting to believe less and less that my shares will ever appreciate to the level of expectation that I held on to between 1998 and 2003.
While we all should have sold in March of 2000 (hindsight), I used to believe in $100 share prices, multiple splits, and company spin-off investments.
Just for the record. I don't anymore. Recovering what I've already invested, and a 20% profit would be good enough at this point. And, I've slowed significantly the amount I invest in Wave now. However, I will proceed on my own path until the end of this year.
Then --- who knows?
Should you wish to continue this discussion, please note that I only have 16 posts left for the day, so please try to make clear points, quickly.
:0
Doma - No, but thanks for trying to put words in my mouth.
I'm in your camp as an investor who still believes in the potential of Wave.
However, I'm not in the blind faith, unlimited patience, fully trusting of management's doing the right thing and we should all just sit and wait for the money to roll in, becasue I've done all of my due-dilligence and believe that every dot that I've connected is going to be proven to be a valid dot sometime in the next 20 years camp!
It's my right to point out the lack of guidance, and clarity of market to this board just as much as is it is your right to defend Wave's course of action. Truthfully, I don't believe that I'm too far removed from any of the other people who post on this board.
- I own a lot of shares
- I continue to buy
- I continue to believe that the market needs the product
- I continue to believe that my shares will someday appreciate significantly in value.
Where I differ from the board is in my expectations of management's inability to provide any definitives about their own progress, and simply want to know why they can't.
- They've had product for a couple years now
- They're still involved with most of the same players
- They never explain why relationships (via PRs) simply fall of the radar screen (Finread, HP/Compaq, Hitachi, EDS, etc.) or why they never seem to materialize into anything.
So --- to highlight the difference (using a hypothetical) between you and I more clearly -- If Wave management said, "The reason that all of these relationships we've made have not yielded any fruit yet is because, we have not delivered on our promises to our partners, our product is too expensive, and no one wants it" I'd be out of this stock in a heartbeat. Maybe you would too!
But, I have reached the point where I now want to know why these relationships seem to disappear into thin air, and why none of them have produced any significant revenue, or perceived value, and have taken steps to get answers to these questions.
You just simply spend your entire day posting on this board, telling people like me (that you know is no less invested in this stock than you are) that I don't have the right to do this, and if I don't simply love Wave to death I should sell all my shares and save all of you groupie types the pain of having to read my posts.
That's the difference between you and I in a nutshell. While I can't tolerate bashing by someone who's not even invested in Wave (even on the short side), I can tolerate anyone who's in our situation, but is just a bit less patient, and more demanding of knowledge FROM MANAGEMENT than you.
Have a nice day!
because why?
helpfulbacteria - if you ever want to hook up for a cocktail or dinner, my family and I are down here in Austin permanently beginning July 5th.
Tamap123
And Larry - You're why I love this board, because you think your words (or mine) might have some affect on the posters on this board. Clearly you're more the definition of insane than than any of us are, because you keep seeing the same thing over and over again, yet you somehow expect a different outcome.
Gotta love people like you too.
T123
Wildman - I too enjoyed you post. Even though you have no proof, or facts to substantiate this will come to pass.
None of us do
allman - ya see what I mean?
Many of these posters don't have a clue where the revenue's coming from (I don't mean you November 4th), and no one can clearly articulate where it is coming from, except for the $.50 to $1 per Intel TPM/PC shipment.
Yet they blindly follow. Don't ask tough questions. Get all over those who do (and I do write the management). And believe this year will be the year.
Amazing!
None of them know (actually) where the money's coming from. They just believe. Simply amazing.
then where's the revenue come from - TPMs only?
Allman - curious. I've known you for some time now from the boards, and your own site. Why come back now? What did it?
allman - So by TAN, you mean the administration of the network as a trusted third party, and not the server itself - correct?
T123
allman - excellent points, with the most salient point being all of the "if's" you use. Which are they -- for sure?
That's my whole point, and nothing but my point. If we're not sure --- then who is?
T123
go-kitesurf - LOL - I 100% agree with everything you said, except for the instant satisfaction part. Even you can't say that. This is way beyond instant satisfaction. I don't want to re-hash it all, so I'll just give in on your points, if you'll retract the implication that I'm over zealous on my instant satisfaction soap-box.
I don't think so
Tampa123
go-kitesurf - don't take this the wrong way, because your question is a good one. But the answer to your question is that all of those you mentioned HP,IBM et al, are not responsible to Wave shareholders to increase shareholder value. So I can see clearly why none of those companies are touting Wave. They have their own shareholders to worry about.
You have to tell the people who buy shares of stock that, and Wave management is responsible to us for that as a public company. Of course, the timing of when it's best is debatable always, but if the market is beginning to take shape, why isn't Wave claiming ownership (publicly) of whatever these behemouths are going to allow them to own? If Wave doesn't know what piece of this pie is theirs --- who does? And, who else is going to explain that model to shareholders and share buyers?
Perhaps it's still premature for this, but IMO, I don't think it is. What's Wave space gonna be in the market, and what are they doing, besides waiting for the TPMs to roll out, to capture it? Can you answer that? Let's assume there's 100 million TPMs out there ---- now what? Do you feel that's been clearly articulated? Or, are they waiting for the behemouths to tell us all what they'll own? I don't hold those behemouths accountable for my shareholder value.
Just want to know which dots are accurate, and which dots aren't someday.
T123
allman - Here's my position.
Just showing some passion --- that's all.
Many are focusing on the volume of TPMs into the market. I'm way past that as a foregone conclusion. I know there's gonna be millions, and Wave will make $.25 - $1.00 per depending on price pressures.
I want to see Wave's vision unfold publicly for how they expect to take advantage of the fact that millions of TPMs are a given. You see, I've learned my lessons with Wave, and with behemouths like MS, IBM, etc. very well over the years. Wave's stealthy posture up till now may have got them to the dance, or table, but it also cost them a little.
To get first mover status, people have to know what you're doing, and that you're the first one to be doing it. I can't think of a good reason to remain in a stealthy posture now. If Wave is going to be the trusted third party in the evolution --- say so. If they're going to be the key-master ---- say so.
Why not get it out there now, and show the market what you're doing? Why give others a chance to scoop you, and take away some of your thunder. I've been invested in a company for 6-years, and I still don't see publicly how they're going to define and capture their market.
That's my real concern.
T123
Well Larry - You're certainly entitled to your opinion.
go-kitesurf - The industry standard reference is the key statement that I did overlook. Thanks for pointing it out
T123
allman - Thanks. While I already knew this, it would be nice to see this reitterated in all of HP's PRs. But we all know that doesn't usually happen.
HP Mentions New Intel Chips, HP ProtectTools and the TCG, but no mention of Wave (yet) --- BOLDS ARE MINE!
http://biz.yahoo.com/bw/040628/285492_1.html
CORRECTING and REPLACING HP Introduces Client Solutions that Deliver Improved Value, Simplicity and Agility for Enterprise Customers
Monday June 28, 9:30 am ET
New Devices and Solutions Assist Companies in Becoming Adaptive Enterprises
PALO ALTO, Calif.--(BUSINESS WIRE)--June 28, 2004--In BW5377 issued June 28, 2004: Last paragraph, before "About HP," URL should read www.hp.com/go/cliententerprise (sted www.hp.com/go/enterpriseclients)
ADVERTISEMENT
The corrected release reads
HP INTRODUCES CLIENT SOLUTIONS THAT DELIVER IMPROVED VALUE, SIMPLICITY AND AGILITY FOR ENTERPRISE CUSTOMERS; NEW DEVICES AND SOLUTIONS ASSIST COMPANIES IN BECOMING ADAPTIVE ENTERPRISES
Expanding on the company's Adaptive Enterprise strategy, HP (NYSE:HPQ - News; Nasdaq:HPQ - News) today introduced new PC products and solutions that offer greater value, simplicity and flexibility to enterprise customers, helping them to synchronize business and information technology (IT) to capitalize on change.
The new HP Compaq Business desktops, workstations and mobility solutions enable customers to reduce their total cost of IT ownership through the innovative use of industry-standard components. Easy to use, deploy and maintain, HP client solutions help boost both user and IT manager productivity. In addition, HP's new security and manageability solutions offer increased investment protection with improved data security and change management processes.
"Enterprise customers need a technology vendor with expertise across the entire IT infrastructure because they're not buying just a single product or service. Delivering the best total customer experience -- through the full breadth of HP's portfolio from the desktop to the data center -- is what distinguishes HP as a true business partner to large corporations," said Duane Zitzner, executive vice president, Personal Systems Group, HP. "HP client devices and solutions help corporations more easily adapt to change through the combination of reduced total cost of ownership, increased security and a wide array of mobile and wireless solutions."
Reducing total cost of ownership
HP client technology increases IT value, simplicity and agility - the ability of a business to respond rapidly to change - with industry-standard designs that provide proven performance, ease of use and greater security and manageability.
For example, the HP Consolidated Client Infrastructure is a virtual desktop comprised of a monitor and an access device connected in a one-to-one relationship to a blade PC located in the data center. This can reduce a customer's IT costs by up to 50 percent over a four-year technology lifecycle versus traditional PCs due to improved lifecycle and security management.(1)
"After testing HP's Consolidated Client Infrastructure, we've realized the tremendous financial impact it can have on our business, and we'll be deploying blade PCs for about 30 percent of our employees by the end of 2004," said Jack Klosterman, chief information officer, Volkswagen Credit, Inc. "We've seen dramatic reductions in individual desktop support calls during our final pilot phase as well as simplification of the desktop management process. From our pilot program, we're estimating CCI will cut our client IT physical inventory by at least 31 percent."
HP recognizes that enterprise customers may need to employ a variety of different end-user technologies to maximize IT cost savings. The new HP client systems also can help reduce their total costs by taking advantage of a variety of the latest industry-standard technologies, such as Intel® Pentium® M processors running at up to 2.0 gigahertz, new Intel 915 and 925X Express chipsets, and EM64T (Extended Memory 64 Technology); PCI Express graphics; and advanced security features based on the Trusted Computing Group's Trusted Platform Module.
"HP is our partner for its strength to provide industry-standard architecture, manageability and service on a global basis. A key factor is HP's long-term vision to move with us into the future," said Graeme Holder, global IS supplier relationship director for Willis Group, the international insurance broker. "We can ensure consistent implementation is achieved in every country worldwide thanks to an industry-standard, global platform for hardware, software and services. This also helps ensure acquisitions are smoothly integrated. Consequently, business change is simplified, and IT costs optimized, through this holistic global view of our business."
HP mobility and wireless solutions provide investment protection
HP helps customers migrate and integrate secure, manageable and scalable wireless solutions into their existing environments with a low-risk, common wireless architecture built on proven industry standards.
"We've implemented a new mobile CRM solution for our field sales on the HP iPAQ Pocket PC that is saving us money and greatly increasing productivity, giving our reps immediate access to information," said Gray Drohan, manager of IT systems and services at Simpson Strong-Tie Company, an international manufacturer of building products.
Expanded to include manageability and security solutions, the HP Mobility Solution Architecture (MSA) is a comprehensive strategy to provide mobile and remote users access to secure, manageable, real-time communications as if they were at their desks. The architecture helps customers minimize risk and maximize the return on investment in their mobility strategy.
HP mobility and wireless solutions also provide enterprise customers improved workforce productivity and scalability, along with greater investment protection and performance with optional tri-mode wireless LAN support. HP Compaq business notebooks, tablet PCs and mobile printers offer support for a range of integrated wireless LAN options, including 802.11 a/b/g and Bluetooth(TM) wireless technology, for the flexibility to seamlessly cross wireless standards, or between existing and future wireless enterprise networks.
The new HP Mobile Print Driver for Windows® can reduce the complexity and costs associated with mobile printing for enterprise customers by easily connecting workers with a notebook or tablet PC to local and networked printers via 802.11 or Bluetooth connection. The new driver features easy-to-use management tools that can save time and money for IT administrators and mobile employees with easy access to advanced printer options and improved user control of print job attributes.
A free download of the HP Mobile Print Driver for Windows is available at www.hp.com/go/mp4n. More information about HP mobility and wireless solutions can be found at www.hp.com/go/wireless.
HP helps protect enterprise customer data
HP security and manageability solutions can help reduce liability by helping to protect information assets from unauthorized access and theft. Available today on select HP business desktop and notebook PCs, the new HP ProtectTools Security Manager is an easy-to-use software application that helps customers get more security value from a desktop, notebook or workstation PC equipped with hardware security features, such as the award-winning HP ProtectTools Embedded Security or Smart Card solutions. More information on HP ProtectTools Security solutions for client devices is available at www.hp.com/products/security.
The new HP Local Recovery solution heightens data security through improved manageability and disaster tolerance. Now pre-loaded on select HP business desktops, notebooks and workstations, HP Local Recovery is a local backup and recovery solution from Altiris that helps to increase security and reduce risk of data loss by saving data and the system image in a hidden, secure area on the local hard drive. More information about HP client management solutions is available at www.hp.com/go/easydeploy.
HP also offers a comprehensive portfolio of security services that keep corporate information safe and network assets secure today, while preparing enterprises to adapt to anticipated growth or changing business and technology environments tomorrow.
An online press kit containing additional specifications and regional availability of new HP products and solutions is available at www.hp.com/go/cliententerprise.
About HP
HP is a technology solutions provider to consumers, businesses and institutions globally. The company's offerings span IT infrastructure, personal computing and access devices, global services and imaging and printing. For the four fiscal quarters ended April 30, 2004, HP revenue totaled $76.8 billion. More information about HP is available at www.hp.com.
(1) HP estimate of TCO savings due to CCI implementation over a typical DT PC implementation during a four-year period based on a hypothetical customer with 10,000 users in a single environment with 70 percent concurrent access.
Bluetooth is a trademark owned by its proprietor and used by Hewlett-Packard Company under license. Windows is a U.S. registered trademark of Microsoft Corporation.
This news release contains forward-looking statements that involve risks, uncertainties and assumptions. All statements other than statements of historical fact are statements that could be deemed forward-looking statements. Risks, uncertainties and assumptions include the possibility that the market for the sale of certain products and services may not develop as expected; that development and performance of these products and services may not proceed as planned; and other risks that are described from time to time in the Quarterly Report on Form 10-Q for the fiscal quarter ended Jan. 31, 2004, and other Securities and Exchange Commission reports, filed after the Annual Report on Form 10-K for the fiscal year ended Oct. 31, 2003. HP assumes no obligation and does not intend to update these forward-looking statements.
The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.
--------------------------------------------------------------------------------
Contact:
HP
Tiffany Smith, +1-281-514-7785
tiffany.smith@hp.com
or
HP Media Hotline
+1-866-266-7272
pr@hp.com
www.hp.com/go/newsroom
Bingoman - I knew. Weby told me last year.
Weby - You're absolutely correct in your assertions.
I suppose that without a contract with Intel, or others, the 'at-will' aspect of their agreement prohibits them from providing legitimate guidance, less than 6-months into the future.
But, wouldn't you think that if your predictions are valid, Wave would already know if that's gonna be the case, or not?
Newer HP PPT slide show
www.hpl.hp.com/personal/Marco_Casassa_Mont/ Projects/IdentityManagement/HPL-AdaptiveIdentityManagement.ppt
weby - I believe you were expecting to see revenues double quarter over quarter --- or something like that right? Or was it the percentage of Wave's revenues double?
Bingoman - your posts remind me of an old poster from the RB days, and even before ---- Fish_or_Work, or something like that. He had that same 'love em, or get the he_ll out attitude.' a couple of times in the past, he posted like he truely wanted to kick some people's behinds if he ever saw them, including mine once. Your posts remind me of him. Are your him?
T123
barge - what's the bet? I say no WAVX mention, even if they're in it. I say the only PR that could come out, if any, is Wave initiated, and not HP released.
What say you?
bklyn2000 - There had to be those that still maintained an element of rational thinking around their investment on this board, so I'm glad to see you believe that too.
I can understand some of their points. If all I'm going to do is complain, then I should either take money out of the stock, or blame myself (at least in part) for the current situation. A very excellent an valid point that anyone can, and usually does make.
However, while atmittedly, my attitude has definitely been skewed to the negative for the past year, or so, I have also spent many more years vigorously praising and advocating the Wave management and vision. This is where my anger surfaces with some of the posters on this board. It appears they'll consider me a valuable contributor only if I have praise and admiration for the cause.
Whenever I get uneasy about the lack of progress, and voice my concerns over performance, management et, al --- which again, admittedly has been alot for a staunch Wave supporter to tolerate, that DOES NOT MEAN THAT I AM NOT STILL A STAUNCH WAVE SUPPORTER MYSELF. I'm just not a happy staunch Wave supporter. And, I have every right to say so, without drawing the wrath of Kahn from all of the sharp-toothed ferengis out there in space.
No Matter --- I am still going to post. I am still going to be very positive at times, and very negative at times. I can take the heat, even from friends like Weby. I'm sure the voids just hope I get back to acceptable behavior soon, or I may miss my invitation to share in the party that never comes, becasue the Wave song never ends.
T123
Bingo - I have the sense, and you cannot say with any certainty whether I'm in or out right at this moment, can you?
Mig - It means that to me.
Weby - et tu Brutus
Micro - Thanks for your post ...
Well thought out, and nicely presented. Since you cannot see my face, I find it only unfair that you think I'm stressed over this. Is a differing opinion a sign of stress?
Anyway, if you check with some who know me on this board --- I too have been a CEO, and COO in more than one occasion. So, I will respond only by saying that you are as entitled to your opinion -- as I am.
Thanks for your post, but you really should try to stop yelling at people..... See what I mean about misconcieved emotions.
Regards,
Tampa123