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more to be in safe hands soon. Got some timber money coming my way and will use the proceeds to continue to accumulate Wave at prices < $3.00. Best of luck to all Wave longs.
knute97 - does alternative minimum taxes come into play at all?
Hey CL,
I'll join you tomorrow and do 1k. IMO, we are all very blessed to have the insight into this investment at this time. Even though we were all early to the party.....the important thing is we are here now and things certainly look interesting to me. In a day, we may never be able to buy at these prices again. Only time will tell. Hindsight is 20/20.
Best of luck to all longs who believe in the dream.
internet....can you imagine the implications of Wave being partnered with both Seagate and Hitachi FDE? And as others have stated.....why buy FDE unless you wanted to activate to get the full benefit? This is an entire global industry new tech wave. First mover status is very important and the big players are gunning for this. It is clear that the business pressure dynamics increasing....more breaches of data and legal ramifications starting to show up for company's lack of data security. I think these dynamics are going to push the industry in our direction.
UncleverName.....the numbers are staggering to even contemplate based on 150 million drives. And that is just Seagate FDE. I know I am buying all I can a current prices. If all goes according to plan, the run to first split is the easy money IMO.
matt25....just got mine on the dip.
matt25.....I am buying 1,000 shares today. Just trying to add some humor.
I'll be closing me a 1,000 seat deal in the morning. :)
CL....definitely being quitely accumulated. :)
jakes_dad.....this is going to get very interesting if FDE drives with Wave proliferate across the product line folled by activations, etc...these are some incredible numbers when compared to what we are projected based on 1 million drives.
zzt....it is an unknown at this point. But maybe it turns out to be 4 million drives at 50% over the next 12 months.
I could have sworn I read something that said Seagate was going to produce over 100 million drives over the next 2-3 years. Think about the 1 million FDE revenue projections on 1 million drives at 70% activation......then think about 25 million drives.....50 million drives....etc....the numbers could be staggering.
Can anyone on the board resurface the Seagate production estimate?
Ispro...thanks
awk....would you be so kind as to extrapolate what your estimate of the impact to the share price based on $50 million in revenues?
thanks in advance
mundo....fun isn't it....I love buying at these levels.
Accumulation......
I am so thankful to be accumulating at these prices.
What a gift IMO.
Another 1,000 shares in very safe hands today. I am having much fun accumulating at these prices. A little here a little there.....it all starts to add up over time. I figure that we will be ramping up in a few months so I am getting mine while the getting is good. Peace to all.
Wasn't the projection for Seagate to produce something like 170 million drives over the next few years? Did I hear that correctly?
awk...wow! The revenue implications to the sp could be staggering. Can you picture the impact of $50 - 150 million in topside revenues? it will be interesting to see what happens over the next 12 - 24 months. I will be accumulating more this week. Thanks for all your great DD.
Hi Snackman,
I have not upgraded my account to be able to send a PM.
Could you send me a PM with your email address?
Thanks in advance.
Can't wait till tomorrow......
I will be nibbling again this week....
I love the current opportunity at these prices.....
I don't mind if the price is $2.64 or $2.54 or $2.74.....
I believe it is happening now and I keep watching the institutional money flow with great interest.....
Believe me....they will get their shares....and so will I.
Ownership update
http://www.cnbc.com/id/15837275?q=wavx
Snackman....
I agree. What I am watching is the increase in institutional ownership. This is a very important aspect of this investment IMO. Imagine if the instituations get to 50%+ ownership over the next 6 months....and then take awks Seagate revenue activation example coming into reality.....with only 4x million shares outstanding it will not take much to get to the first split IMO. I also agree with most that flags are being planted in many different market niches and once the switch gets flipped, this investment could mirror much the same pattern that Qualcom did in that its investors waited for years and years and then all of a sudden it took off like a rocket never to look back. IMO, we are going to be pulled through the channel with ever increasing leverage. We are just now seeing the beginnings. Revenue is key and I believe it is going to come just like many have illustrated once activation begins to kick in. I have been accumulating slowly for months now and will continue. I am not trading though it is tempting at times. Hind sit is 20/20 but for me I am just buy and putting it away with a 2 - 3 year time horizon. Excellent time to buy at these levels in my opinion. By the way....I use to post as TexasTree. Hope all is well on your side. I have a new email address. I will send you a PM as soon as I upgrade. Take care.
goin fishn
Great list. I also think that this is a classic case of a new growth stock. Like you indicated, Wave is involved in a new tech rollout that cuts across many platforms. This is a global opportunity. No time for alot of new development on the front end. Wave has the golden opportunity to get entrenched in the front end as majors pull them through the channel. Once their hooks are in...the institutions will come. I believe the easy money will be made in the front end (i.e. next 2 years). So, like you said....we are on the ground floor. The elevator should be able to go to $20 on the current float once revs ramp, institutions load, more entrenchment takes place and projects can be made on a forward looking basis with some degree of accuracy. The market opportunity is so large it is somewhat scary to contemplate what could be. I am taking it one day at a time.
hey gowave
I am formerly TexasTree. Had to change my handle.
Imagine if Wave's tech gets niched into the worldwide cell phone market somehow....wow!!! I can only dream.
Hi all from TexasTree
I am still accumulating slowly. Anything under $3 is good for me. Thanks to all for the great DD. I can't wait for the institutions to get about 40% of the float of Wave.