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Awk,
what do you make of the fact that we have solutions on the Wave website that do not correspond to announced products? To me it implies that there will or should be some announcements of new product capabilities in the near future.
John
Seamless security solutions.
On Wave's website, products and solutions are listed. What is the difference?
"Wave's secured VPN access solution easily works in conjunction with the top VPN solutions and also uses the same basic technology for the other Trusted Computing solutions."
Is Wave's secured VPN access solutions something that's available for sale?
John
I know Wave hired a technical writer to help them describe the product offerings, I am guessing we are starting to see the result of that. Additionally, I believe they are developing product books that will describe the offerings in more detail.
John
Unclever,
I like the website because I could now point the right people from my company to Wave's website to learn more about enterprise security. There are committees at my company on protecting private information, protecting corp assets, protecting the network etc. We now have a two factor authentication to access our network remotely. Data privacy and asset protection are big issues at major corporations today. It is good to see that we now have a English delivery of what problems Wave can solve.
John
Unclever,
I am guessing the aesthetics will be worked on. With that in mind, my company used to have a pretty crappy looking website and we were already a multibillion dollar company at the time.
John
Weby,
you're right. Hopefully we are done selling concepts and have begun the stage of selling products.
John
Orda,
yes, we should make it a 1-900 number for now.
On a serious note, I see a subtle transformation taking place. From discussions about what could be done versus here's what we're doing.
John
rockards,
it's not just you. Perhaps it's still a work in progress.
John
Orda,
it will go toll free after the next round of financing, lol.
John
go-kite,
very nice post.
John
To learn more on how
Wave's Trusted Computing solutions can help your business, call 413.243.1600
The above is from Wave's website -- on the front page. This is a good sign of Wave's transformation to a company that is ready to start selling products. Wave has also spelled out some additional clarity around our product offerings as well. The website has more of a feel of a company that is ready to do business rather than discuss theory, IMO.
John
Thanks to everyone who provided summaries of the ASM.
John
Gokite,
there is an easy way to eliminate that type of article in the future.
John
Nov 4th,
I'm actually writing from it, lol.
John
Nov 4th,
I think we're all losing it, lol.
John
Tampa,
I believe Wave has enormous upside based upon how senior leadership has positioned the company. I also believe Wave has more upside today than what I had thought a few years ago.
This has been a long run and there have been many disappointments along the way, but I feel very comfortable with our probability of delivering. While there appear to be some clear cut mistakes (e.g. not raising more money at 30+/share), it is very difficult to measure Wave leadership without having all of the facts. However, one thing is certain in my mind: these guys have been incredible visionaries.
I also think we will soon have more facts to measure the abilities of our managment.
John
Tampa,
that's a very good way to show your disatisfaction. Everyone who is long the stock, but unhappy with leadership should do the exact same thing you are doing.
From your post this evening, "I see no point to move the $$$ elsewhere, because I still don't know of any other stock with the multiplier capacity of Wave".
A question (with a question mark): So do you believe Wave has enormous upside in spite of its weak leadership? Or does Wave still have enormous upside because of what leadership has done?
John
Tampa,
I have no problem with anyone being negative on Wave. However, there are folks on this board and the old board who were and are obviously trading the stock and their posts reflect their position. I don't believe this to be you or Magdalina, but I do have a problem with those posters and those agendas.
John
Tampa,
I stated I had a question and a question was implied. I could add a question mark, but at this point it would seem to lose its value.
John
Tampa,
I believe the same. However, I would like to know what keeps Magdalina long Wave.
John
Tampa,
I don't think I ever claimed you were a basher and I'm certainly not a cheerleader. If I am uncertain about something with Wave I take it up with the company directly. I have no motives on this board. I have not traded the stock and if I ever sell I will post that I sold my position.
There is no doubt this has been a frustrating investment. I don't know of a soul that has not been frustrated at times. However, the fact remains that TPMs are now shipping and Wave has a tremendous opportunity that appears to be growing.
John
Tampa,
I asked an honest question and I was looking for an honest answer, period.
I have been frustrated with things over time as well. There have been failures and there have been successes as well. Unfortunately those successes have not turned into revenue yet. Maybe they will in the future, maybe they will not. There are still no certainties otherwise the stock would be zero or 100.
You asked me to butt out? There is no reason for me to butt as I too am entitled to ask a question. I know what Magdelina does not like about the company, but there must be something compelling enough to keep her in this stock and I am curious as to what that may be. If you have a problem with that, take it up with Snackman as my post did not violate any rules and was certainly not offensive or controversial.
I'm not sure what you mean when you ask me when I believe Wave will make money, but I will assume you are referring to meaningful revenues. Since Waves ability to deliver revenue is directly tied to the deployment of TPMs, I will say our revenues will slowly ramp up with increasing deployment of TPMs. From everything I can gather, TPMs will increase in deployment year over year. I expect Wave's revenue to do the same.
When is long enough? I would consider Wave's ability to persist and evolve as one of our successes. If long was not this long my mood might be foul as well. Fortunately, management has had the vision to adapt our company to an evolving market or the possibility of success would be nothing more than a bitter memory.
So when is long enough is a difficult question, because looking back we can see that we were selling into an incredibly tough market. I believe we are seeing the start of what Wave needs to be a successful company. Whether or not Wave succeeds is obviously undetermined. I am hopeful we will soon see successes that will be more meaningful for us investors, but time will tell.
You shared why you were here and I'm here for much of the same reason. I believe Wave has many multiples of upside.
John
Magdelina,
a serious question: your view of Wave is very negative and I'm curious why you are still a shareholder. If I did not belive in my investment, I would sell my shares.
John
Larry D,
the purpose of this board is to discuss what has happened and what may happen.
John
Mammon,
I cannot speak on behalf of Barge, but how could he have a sense of the revenue model when there has been no formal recognition of a relationship from Wave or MS? I think Barge has been painting a picture of possibilities based on various sources of information and showing that there may in fact be a connection. Obviously if Wave was working with MS on Janus, it would not be for free. Like a lot of things Wave related, there is not a ton in the public domain. As a result, investors are trying to draw logical conclusions/theories. Hopefully, the more leg Wave shows, the higher our price goes.
One of the questions that always has to be asked is, “is there a possibility Wave could be involved?”. Barge has done a nice job trying to answer that question. Your question, “what does it mean financially to Wave if they are involved?” is a difficult question to answer without more info. There are other questions that need to be asked to arrive at any reasonable conclusion on the financial value of such a deal.
There are a wave of possibilities right now.
John
Eamonnshute,
I hope 6 million a year is not a significant portion of our revenue in a few years. Wave's primary goal of bundling will not be to make money from the bundling itself, but to gain customers for premium and utility services.
John
Weby,
my mistake. I could have sworn I saw other June 2004 date possibilities for Grantsdale.
John
Svenm,
I agree 100%. I was playing to the point Larry Dudash was trying to make. While bundling fees will be ok for Wave, I believe these fees will drop with larger volumes and will not generate a significant portion of Wave's revenue in the future.
John
Larry Dudash,
I think you are missing the point. TPMs and a security focus are good for Wave. Wave needs TPMs to generate revenue. TPMs shipping = good for Wave. TPMs do not automatically mean Wave will generate revenue, but they are a requirement for most of Wave's opportunities.
That's how a logical person sees it.
Great DD by all this weekend.
***Grantsdale, at minimum will support TPMs
***Depending who you read, Grantsdale will be launced between June 21 to June 24th
***Grantsdale has the potential to ship on 50% of pcs by year end
***From all indications, Wave still has a very strong relationship with Intel
HBG,
thanks for the reply. I manage the risk position for 100 billion dollar fixed income portfolio. I have been invested in Wave for 5 years and initially heard about Wave from my brother.
I have less of an understanding around real technical issues but have a pretty good business sense. I have stayed invested in Wave based on the belief that Wave will be able to capture market share with the deployment of TPMs. I have had my fair share of fears around Wave and their ability to execute and that is why I use these boards as one tool to get information.
I have not traded Wave, but I do not have a problem with people who do. However, there are more than a few people on these boards that attempt manipulation based on their trading and that is a little disturbing.
HBG,
from your post, " have stated my motive for being here ad nauseum". I never commented on your motives for posting here, did I?
John
HBG,
you seem to have a strong opinion and knowledge around trusted computing. Do you mind me asking what your background is?
John
HBG,
Why would it flatter me to think that someone from the EFF has been frequenting these boards? That's a strange comment. Their was an EFF representative at an MS sponsored event for NGSCB. So the EFF is definitely aware of NGSCB, TPMs and Wave. However, perhaps someone gained personal interest and found a group willing to debate issues.
Are you speaking on behalf of the EFF when you mention the EFF's real interests? You also say the EFF will gain interest in Wave when they start making revenue? That's also a peculiar comment.
With regard to a specific poster on the boards who may be with the EFF, I will not point to a specific person. There are a lot of people on these boards who do not have a position in the company -- long or short. That seems strange to me. Everyone has a motive. My motive as a long on this board is to gain information and share it. There have been a plethora of individuals on this board who just "hang out". I'm not going to pretend to understand that behavior, because it makes no sense to me. However, people will do what they do.
John
Wildman, I remember that guy. I'm guessing there is an EFF poster on this board.
John
Barge & Paul,
exactly. If you recall Wave just filed for shelf registration for the public sale of shares. Bank on the fact that there is some worthwhile news in the pipeline that will add liquidity to the stock and movement of these shares will happen at a higher price. It is only logical.
John
Awk,
that's very interesting. What do you make of it?
John
Howard OT,
are you familiar with the EFF, lol?