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Lugan, I read that write up. You will know trusted computing has arrived when it's written about without being prompted by one of us. It will happen.
John
go-kite,
nice series of posts -- thanks for sharing.
Stewed,
yes it's over, no homeland security deal was announced, lol.
With regard to shelf registration and additional funding:
It is my understanding that Wave had access to additional capital with the last round of funding placed at 1.90. One must ask themselves why this option was not exercised.
I know I have and there seems to be one logical conclusion that implies that somebody thinks our price has strong probability of being higher than 1.90. What news could be in the pipeline?
Of course the other possibility is that Wave management made a poor decision…time will tell.
A nice summary of trusted computing -- with interesting reference to TPMs in Xbox, below. FYI it may take a while to load with a dial up connection as it is a 100 page adobe presentation.
http://www.blackhat.com/presentations/win-usa-04/bh-win-04-blight/bh-win-04-blight.pdf
eamonnshute,
thanks. I thought I remember a reference to pricing as well...something to the affect of creating incremental higher cost of a dollar?
I'm trying to rationally deduce the tipping point for widespread adoption of TPMs. I'm getting back to price and integration of TPMs into existing chips and TPM 1.2. That is a very powerful combination.
I cannot see how pc companies will not quickly embrace/deploy TPM 1.2 technology. It will be a quick differentiator in a commoditized business that will require quick adoption by all OEMs, imo. 1.1 is nice, but 1.2 is NGSCB/Lonhorn compatible and produces marketing with bite -- as I would not want to buy the last pc that is not NGSCB compatible.
Can anyone reference a link to a news release from Natinal Semi about integrating TPM functionality into their super I/O?
John
Rachelelise,
SP2 will not exploit a TPM -- so I think it's fair to say Wave is not connected to SP2. However, we need to keep our eyes on Windows reloaded.
Kevin ot,
maybe they vacation together, lol.
Snackman, agreed. EOM
Wavxwizard,
lol, actually you're a season ticket holder, so your tickets still have value.
Barge, great find!
I officially share this day with you, lol.
Wavxwizard,
feels more like the top of the first after an extra long spring training.
Barge, I hate to tromp on you excitement, but Phantom will produce zero financial benefit for Wave over the next several years. All IMHO.
Larry, no, wavoids clearly think Wave is in the right place, at the right time with the right product offerings. That being the case, they are willing to let this play out until the end. I am in that camp.
SPIN,
I'm not denying your right to post here. However, I repeat that it seems awfully strange that anyone without a position or an intention to take a position would post here. Like you, I'm entitled to my opinion. I do have a position in this company and that is my incentive to follow Wave. If I didn't have a position or had no intention to take a position, then this would be the last place you would find me...but that's me!
Spin,
great, based on your post is sounds like you no longer have a reason to follow Wave. I cannot for the life of me figure out why anyone without a position in this company or no intention of taking a position in this company would waste there time posting here. Strange behavior, IMO.
To all longs, good luck. I personally believe we will begin to see some much needed public confirmation of Wave's progress in the short term.
Kev, anyone who holds any investment is holding a position based on expectations. It’s based on hype if you don’t hold your own opinion. If you make in investment in a company, it only makes sense that you make judgments about what you expect to happen in the future.
My statement about moving product is based on the fact that Wave’s ability to sell trusted services is very related to TPMs shipping. Do I know if Wave’s services will sell? No, but I would not be here if I didn’t have certain expectations based on how I see things playing out. Your points are a bit silly.
No one knows if Intel will beat their earnings expectations for next quarter, but investors place their bets according to individual expectations. Apparently you refer to that as hype and hope.
Kev,
you're company has been nimble enough to evolve our business plan to the extent we are very much alive. Maybe you want to stay a mom and pop store when Walmart is opening next door...I would rather have my product on Walmart's shelves. We will move product when the store is open, until then you might as well keep complaining.
The concept is really not that difficult. Wave is a component, not a stand alone product.
Kev,
no, it reflects your silliness. They're not accepting application for new charities, big deal. You are bringing up issues that have no substance.
Ramsey,
We could have raised more money on some of the favorable placements that we have had. History has shown that we should have.
From your post: “I think that what Wave knows about future prospects, but can't release or does not want to divulge the detatils, is more exciting than anything they have possessed before. I stand by my hunch that the minimum was sold @ 1.90 to carry them through to the next most logical point.”
I don’t disagree that Wave believes we will have stock moving news, otherwise they would have raised more money. However, sometimes things do not go as planned and it is prudent to consider all possibilities...delays, sec investigations, earthquakes, etc.
Ramsey, I understand that philosophy, but that approach has cost us in the past and has the potential to cost us in the future. Cash in the bank steadies the boat when things are less certain.
Nonetheless, management at Wave has the benefit of knowing the prospects on the calendar and has made decisions that they think are in the best interest of shareholders. As a long, I have chosen to trust their decisions.
John
Tampa,
I have to say, I would have preferred for Wave to raise as much cash as possible. There is always event risk and having additional cash takes away additional risk of an unfavorable event.
John
Sam,
happy holidays to you as well. I believe there is a silver lining and it will show itself in 2004.
John
Sam,
no information, just my opinion.
John
Tripod, you cannot blame anyone for having an upset stomach with wavx, this is a story for the ages. Nonetheless, there is an obvious way to remedy the situation. Investors do not like unknowns and we just added another one with the SEC investigation. We will pop on a positive outcome and take our lumps with a negative outcome…put your chips on the table.
Beyond that, there appear to be a lot of opportunities in the near term, so I am guessing some unknowns will start to disappear and the price will reflect progress. If Wave had the opportunity to raise more money in this last round they were either foolish or aware of events that may positively affect our ability to get cheaper cash in the future. We’ll see soon enough.
I’m confused with your thinking. Do you really think they are sitting on a back log of news, lol? All longs would obviously like some news, me included, but there is obviously nothing to announce right now.
Iamsam,
when they have news they will release it. Until then, why does the day to day price matter?
John
Blue, I don’t think most here have proclaimed that any month is ours. However, it goes without saying that most longs here think that Wave will succeed, otherwise they would not be here.
Positive hype as you refer to it, is people getting excited by the fact that they see real potential in their investment. I am more comfortable in my investment in Wave than I have ever been as I see some of the preconditions necessary for our success have been removed.
There is no magical document that proves Wave will succeed Blue and the probability of Wave’s success will never be 100% until the company is actually successful. However, an astute investor looks at the change in probability of outcomes as time elapses and in the opinion of most here, the probability of success greatly improved with eventual deployment of hardware security.
As you know, an automobile tire manufacturer would have a difficult time selling car tires before cars were in use. However, if I were an investor in such a company, I would feel much better about my investment if I knew for a fact that cars were going to be omnipresent in a short period of time.
We have been getting hints from the marketplace about the push for trusted computing and about the importance it has at the likes of MS and Intel. I personally believe Wave has been positively positioned to take advantage of the change in the pc architecture to accommodate a more secure pc. I don’t have one document that gives me this feeling, I have a potpourri of sources that collectively shape my view.
John
From a second generation Ukrainian,
I personally would be unlikely to use the service, but I may check it out. However, if this is marketed correctly, I can guarantee you it would be used. Ukraina TV needs to market this to people who have very strong ties to their heritage. That means getting the word out to Ukrainian church pastors and community leaders, eg community center presidents. Wavexpress should be doing tons of deals like this one...it's a niche market until they get some more numbers behind it.
Bluefang,
from your post, "I challenge each and everyone here to offer proof". What does anyone on this board have to prove to you? Why don't you prove the board wrong? Demonstrate to us that trusted computing is not moving forward. I challenge you and I don't want your opinion. I want facts and try to stay forward looking as we are all familiar with you view of history.
Lucky,
if you're here for the end game, the day to day price does not matter anyway. You're right, the opportunity is enormous and Wave has nudged its way into what Microsoft is calling "the next big thing"...not a bad place to be!
John
Wildman,
exactly...there is only one reason to buy!
There is going to be a pc revolution in the next couple of years. Every pc is going to ship with new hardware specific to trusted computing. This is obviously very favorable to Wave and it's going to happen in a short order.
I have a sneaking suspicions that Wave will emerge as a leader in this new market and investors that have taken the time to acquaint themselves with this market and how Wave fits in will be rewarded. My "ifs" were answered in the last year and I'm getting much better color on the "whens".
Day to day price is of no consequence to me and never has been...it's only a feel good. The most important thing for investors of Wave is that we are getting our tentacles into the trusted space so that we can take advantage of the opportunity as it arrives. We should all give Wave management the credit for evolving the business based on how the marketplace has evolved. The opportunities are growing and at some point, our share price will reflect it.
Thanks for the find,
John
Magdelina,
I don't disagree with the points you have made in the post I am responding to.
Are we certain that our CFO has not paid back his loan? If so, that is very upsetting to me and investors have the right to question why this has not been paid back.
Magdelina,
why don't you just come out and say what you are advocating?
John
Unclever,
thanks for your work...very much appreciated!!!
John
CPA, actually it proves that you once followed a stock that developed a procedure that carried greater risk than the traditional procedure, nothing more. It’s better to wait to see what happens? That’s probably a good investment strategy for you. Leave the risk taking for people who have a stomach for it and that have researched their investment to the point that they feel comfortable with it. You should probably stick to the GMs and GEs.
John
Micheal and the kids,
my boy is 15 months old and is running a major corporation. He is a black belt in Karate, donates his time to the community and is a humble genius. His first stock purchase was DA (Groupe Danone ADS). He uttered, “da” 7 months ago and sure enough, DA is up 25% in that time frame. He is now hot on WAVX.
Last month we flew to Dallas and after he finished his tryouts for the Dallas Mavericks, he held a fluent conversation in German with Dirk Nowitski. We taught him 10 languages when he was in my wife’s belly and he likes to use each of them, but it’s difficult to find people that are up to par with his language skills so we often fly to different countries as well.
He is thinking about stepping down from his current roll as the president of a major roll to do something that he believes in a bit more. I see him stepping into politics or working for the red cross or something. Nonetheless, he is very hot on WAVX.
Bluefang,
from your post,
"IMO, sitting here from afar, Wave is lacking that buzz. This is in no way an indictment or a final verdict. It simply may be inertia has to be overcome. It may also be that Wave has been coming to market for so long, its actual arrival may be anti-climactic."
You say Wave is lacking that buzz? When people realize that Wave will be a dead center in what MS has labeled, "the next big thing...the 80s windows, the 90s networking and the 00s security", you will hear the buzz through your ear muffs.
Say what you will about the past, but I feel pretty confident about the future.