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Doma - I find this PR from ATMEL to be one that is trying to make their case for not losing business in this area, by associating their name as synonomous with TPMs. Given some of the information shared on NSM and others over the weekend, I see this as more of an advertisement that will ultimately help the eventual TPM supplier for IBM more so than helping ATMEL with IBM. What they (ATML) are trying to do now, is drum up, and lock up more business contracts for TPMs before IBM announces any changes.
To me, that means that this announcement isn't too far off from providing details.
T123
doma- because I can, and because I want to. But that doesn''t mean that I don't get mad at these seemingly endless days of nothingness. I do my investments my way, and I applaud you doing yours the way you care to.
In other words, don't question my commitment or resolve simply because I don't say nice things all of the time. When they deserve credit, I'll give credit when it's due. Not just because I believe.
T123
Bunch of crap
3-days no news. Everyone expected more. Some didn't but that's their normal "don't get disappointed posture", so that doesn't count. Everyone felt that announcements would've helped here, or if deals were in the offing, should have been stated. None were given, or made.
Truth is, this stock is going nowhere right now. No one says anything about it, no one claims its value as integral (including Wave). This stock is near death, as far as public awareness, and as long as it stays that way, it's a dull stock. No news here is disappointing IMO, and shows no progress IMO. This was a big opportunity that just came and went.
No matter what any of you would argue,it's not a very impressive showing from our little company from Lee. Been opinionated, and honest with them so far. This is the way I see it. Put up, or you are what you are ----- nothing!
T123
Just another day
I'm with ya' jakes_dad.
How's Jake?
Absolutely! I hate working for a living again
Although it's still good news
Not even a sniff of Wave in the Infineon/Broadcom Press Release
Broadcom Licenses Infineon TPM Management Software for Integration With Broadcom TPM Products to Provide a Complete Trusted Computing Group 1.1b Security Solution
Tuesday February 17, 8:32 am ET
New Security Solution, Demonstrated at the Intel Developers Forum, Is Expected to Accelerate the Adoption of TCG Security Platforms
http://biz.yahoo.com/prnews/040217/latu058_1.html
IRVINE, Calif., Feb. 17 /PRNewswire-FirstCall/ -- Broadcom Corporation (Nasdaq: BRCM - News), a leading provider of silicon solutions enabling broadband communications, today announced that it has entered into an agreement with Infineon Technologies to license its Trusted Platform Module (TPM) management software for use with Broadcom® TPM hardware products. Broadcom will demonstrate a complete Trusted Computing Group (TCG) 1.1b TPM security solution at the Intel Developer's Forum (IDF) in San Francisco, California, in the TCG Community, Booth #149, beginning today. The solution will demonstrate integration of the Broadcom hardware module with the TPM Professional Package developed by Infineon.
ADVERTISEMENT
"By licensing Infineon's leading TPM management software for use with Broadcom products that integrate TPM functionality, we will be able to accelerate the adoption of standards based security," said Thomas Lagatta, Broadcom's Group Vice President, Enterprise Computing. "The Trusted Computing Group has provided the ideal standards framework to enable the widespread adoption of hardware-based security within enterprise clients."
"Infineon's TPM and TPM management software provide a new level of data protection and access control to networked computers, turning them into trustworthy entities for Internet applications," said Thomas Rosteck, Senior Director product line Trusted Computing at Infineon Technologies. "Infineon has pioneered the development and adoption of TCG-compliant security solutions and will continue to lead innovation in the security field."
Broadcom is an industry leader within the security encryption market. The company features a host of industry firsts in security solutions but is most regarded as the driving force that brought high-performance multi-Gigabit technology to the security market via standalone solutions such as the BCM5850, BCM5840 and BCM5841. Unlike other standalone security chip providers, Broadcom has been able to integrate its security core technology within its extensive product line of Gigabit Ethernet controllers, broadband processors, switches, wireless networking applications, cable modems and cable set-top boxes.
About Broadcom
Broadcom Corporation is a leading provider of highly integrated silicon solutions that enable broadband communications and networking of voice, video and data services. Using proprietary technologies and advanced design methodologies, Broadcom designs, develops and supplies complete system-on-a-chip solutions and related hardware and software applications for every major broadband communications market. Our diverse product portfolio includes solutions for digital cable and satellite set-top boxes; cable and DSL modems and residential gateways; high-speed transmission and switching for local, metropolitan, wide area and storage networking; home and wireless networking; cellular and terrestrial wireless communications; Voice over Internet Protocol (VoIP) gateway and telephony systems; broadband network processors; and SystemI/O(TM) server solutions. These technologies and products support our core mission: Connecting everything®. Broadcom is headquartered in Irvine, Calif., and may be contacted at 1-949-450-8700 or at www.broadcom.com.
Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
All statements included or incorporated by reference in this release, other than statements or characterizations of historical fact, are forward-looking statements. These forward-looking statements are based on our current expectations, estimates and projections about our industry, management's beliefs, and certain assumptions made by us, all of which are subject to change. Forward-looking statements can often be identified by words such as "anticipates," "expects," "intends," "plans," "predicts," "believes," "seeks," "estimates," "may," "will," "should," "would," "could," "potential," "continue," similar expressions, and variations or negatives of these words. These forward-looking statements are not guarantees of future results and are subject to risks, uncertainties and assumptions that could cause our actual results to differ materially and adversely from those expressed in any forward-looking statement.
Important factors that may cause such a difference for Broadcom in connection with its Trusted Platform Module products include, but are not limited to, general economic and political conditions and specific conditions in the markets we address, including the volatility in the technology sector and semiconductor industry, trends in the broadband communications markets in various geographic regions, and possible disruption in commercial activities related to terrorist activity or armed conflict in the United States and other locations; the rate at which our present and future customers and end-users adopt Broadcom's technologies and products in the markets for enterprise networking applications; delays in the adoption and acceptance of industry standards in those markets; competitive pressures and other factors such as the qualification, availability and pricing of competing products and technologies and the resulting effects on sales and pricing of our products; our ability to scale our operations in response to increases in demand for our products and services; the availability and pricing of third party semiconductor foundry and assembly capacity and raw materials; the timing, rescheduling or cancellation of significant customer orders and our ability, as well as the availability of our customers, to manage inventory; our ability to retain and hire key executives, technical personnel and other employees in the numbers, with the capabilities, and at the compensation levels needed to implement our business and product plans; fluctuations in the manufacturing yields of our third party semiconductor foundries and other problems or delays in the fabrication, assembly, testing or delivery of our products; the risks of producing products with new suppliers and at new fabrication and assembly facilities; the loss of a key customer; our ability to specify, develop or acquire, complete, introduce, market and transition to volume production new products and technologies in a timely manner; the timing of customer-industry qualification and certification of our products and the risks of non- qualification or non-certification; the volume of our product sales and pricing concessions on volume sales; the effects of new and emerging technologies; changes in our product or customer mix; intellectual property disputes and customer indemnification claims and other types of litigation risk; problems or delays that we may face in shifting our products to smaller geometry process technologies and in achieving higher levels of design integration; the quality of our products and any remediation costs; the effectiveness of our expense and product cost control and reduction efforts; the risks and uncertainties associated with our international operations, particularly in light of recent events; the effects of natural disasters, public health emergencies, international conflicts and other events beyond our control; the level of orders received that can be shipped in a fiscal quarter; and other factors.
Our Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, recent Current Reports on Form 8-K, and other Securities and Exchange Commission filings discuss the foregoing risks as well as other important risk factors that could contribute to such differences or otherwise affect our business, results of operations and financial condition. The forward-looking statements in this release speak only as of this date. We undertake no obligation to revise or update publicly any forward-looking statement for any reason.
Broadcom®, the pulse logo, Connecting everything® and SystemI/O(TM)are trademarks of Broadcom Corporation and/or its affiliates in the United States and certain other countries. All other trademarks mentioned are the property of their respective owners.
CONTACT:
Broadcom Trade Press Contact
Scott Harlin
Sr. Communications Specialist
949-926-5226
sharlin@broadcom.com
Broadcom Business Press Contact
Bill Blanning
Sr. Director, Corporate Communications
949-926-5555
blanning@broadcom.com
Broadcom Technical Contact
Sean Hall
Channel Marketing Manager
949-926-5267
shall@broadcom.com
Broadcom Investor Relations Contact
T. Peter Andrew
Sr. Director, Investor Relations
949-926-5663
andrewtp@broadcom.com
--------------------------------------------------------------------------------
Source: Broadcom Corporation
barge - no to the first question, and yes to the other two. Until there's proof, there's always FUD. If you are a shareholder, then by definition, you are on due to one-of-two reasons.
1. You are firmly commited to Wave's vision, and confident that they will, or have figured out a way to capitalize on that vision.
2. Even though you've already invested so much time and money in Wave, only to be (thus far) disappointed from a profitability standpoint, you still can't see any other stock having any greater potential for success at these valuations, than Wave.
So, in the end, the fact that there's no longer ANY doubt that trusted computing is rolling out before our very eyes, continues to hold our faith and confidence that Wave is going to be a big part of it. The fact that Intel has aknowledged Wave as a contributor, further supports our beliefs, and serves to hold onto our original convictions. The fact that IBM may be hours, days, weeks or months away from demonstrating that same confidence encourages us to continue to wait (yet again, and still) for the ultimate sign that Wave will finally meet our expectations. And if you recall, your expectations have always been closer to world domination, than cash-flow break-even.
However, the fact that people don't have to turn on Wave, or engage Wave, or even deal with Wave if they don't want to, even though they may have a TPM-enablled PC, coupled with the fact that this is likely the reason that we (shareholders) have yet to see any firm contracts (etc.) from any of these major possibilities continues to leave the answers to questions #2 and #3 open-ended.
I'm sorry, but that's simply the way it is. If it were a foregone conclusion, there'd be firm orders, exclusivity contracts, and revenues already. Is it still going slowly in a direction that is ultimately favorable to us as Wave shareholders. Yes sir!
Is it a certainty that Wave is to trusted computing what many think they're're going to be - absolutely not. IMO, this is the larger question of the two. I recall when we had the only true solution, chip, security, software, the whole ball of wax. Over time, we found out that the chip we had was still ahead of its time, and too bulky and expensive. Wave was permitted (by these OEMs) to spend all of their money refining the chip, only to find out that another chip, of lesser capability took its place, reducing Wave to being a software/utility company for the trusted infrastructure. Not bad, but not what we'd originally thought.
Save me the explanations of a comeback for the chip, or the rationalizations that Peter and Steven never wanted to be a chip company anyway. I've heard them all as you know. It's not our chip right now - period. That leaves our software. IT is ours in many areas, but no one is convincingly presenting an argument for how many TPMs are considering Wave a must enable yet. No one has a defensible business model for Wave that they can articulate in any particular manner. Until they do, there's doubt as to questions #2, and #3.
And what about WaveXpress, and SignOnline. So far, Wave is making more money off of SSPX's secure signature solution than their own. WaveXpress has been non-existent in the press and/or revenue category, and there's very little hope of Wave having any appreciable revenues to report this go 'round, which you know will be exploited to the max if they don't.
I love your tireless enthusiasm, but many of us are just plain tired of waiting for legitimacy at every level we know we need to reach. We can all patiently wait for the money to roll in. But that's not what we've been waiting for. We're still waiting to be convinced that the money will ultimately roll in, and get some guidance around how this is assured .
To me, that's enough to say there still is doubt. Until Wave is proclaimed as a market leader, any one of these other players seated at the TCG table can slowly steal away everything they got. They've done it to others several times. It's all about the money in the end, and until Wave can convince its shareholders that it's got a strangle-hold on some portion of the trusted-computing money, there's always FUD.
T123
Now
awk - Yes you do have the right.
My bad.
awk - What's the matter? Did LuckytofindWAVX fall out of line by having some fun? I hope you can look in the mirror awk, because it's you that's way off base here dude. Your response to Lucky is Intel?
My response, equally as valid is, Under $2 share value, and half as high as in 1998. Less employees. Equal or less money, and now lawsuits (albeit frivalous - we think) are threatening to take even more from Wave before they make anything.
Get a grip man! This stock has under performed for the past 2+ years. Until they overperform, your 'Intel' proclomation, is about as much a guarantee of my shareholder value increasing to the amounts I expect them to, as my living long enough to spend it. Nothing, do you her me --- nothing in this world is guaranteed, until it happens! Until you've learned that, you've learned very little.
It's not about potential any more my friend. When are you going to realize that? It's about performance..... Not the promise of performance. Not the likelihood of performance. Not even the certainty of it. IT's actual performance, and we're not seeing any. Until we do see performance, I will continue to poke at Wave, simply because A) They deserve it, and B) I can without anyone's permission.
Ease up there General..
Tampa
Nice to see Wave posting something, but
isn't it a shame that after this long of nothing, this is the best we get......
Woop di -doo
Just checked in - Did we go up because no one new sued us today?
doma - like your expectation better
OT - My expectations
Yet again, the twists of fate have rendered our company at the mercy of circumstances beyond (presumably) their control.
With all of the suits pending and the SEC investigation ongoing, I don't see how, or why Wave would seek to elevate their share price at this time. While I recognize that settling these suits is a nuisance, it is also paramount to their being able to move forward with any predictability. Not that there ever was any before.
But first, the scavangers all have to circle and land before they can be dealt with. This is an awfully painful exercise for those of us having to perservere.
Why give the bas.... more than is necessary. How 'bout we give them all a percentage of the revenues earned during that period?
That'll chase em away
go-kitesurf - I believe that your statement "No PRs will change anything" is definitely wrong.
If Wave is important, and if Wave is involved heavily, and If it is simply a matter of things progressing through a natural course of events, then leading PRs are essential. They help to educate the investing public, they serve to set expectations (something Wave's never been good at), and they also serve notice that this dog is gonna hunt.
These kinds of pre-revenue PRs often times help prop up the company's share price, and keep it stable for the coming quarters of performance. I would rather have a few "Carlos-like" PRs to establish our starting point between $5 - $10, rather than start from down here, where we are now.
T123
zen - I did see that post, and hope that Wave can find ways to PR what is apparently a back-office relationship with all of these OEMs. That's really the issue here. It's not that Wave isn't all over the place (in all of our opinions), it's that Wave is "silently" all over the place. These kinds of behind-the-curtains relationships usually yield long-term profitability if/when all goes well. But, if things don't go well, we'll likely never hear of it. And, even if things do go very well under these kinds of relationships, we won't hear about its connections to Wave until everyone else is done at the table first.
This makes for a very, very long wait just to see our share price go back up to betwen $5 - $10 shr. I believe that's truely the rub here. Not that Wave isn't ~ it's when will they finally show up in ways that impact shareholder value.
I hope they figure it out, because it doesn't have to wait until you have $50 million in revenues before the truth comes out.
T123
zen88 - Admittedly, that was an interesting find.
Makes one feel that there is a method behind the madness. Although, I never knew that MS-Project tracked release schedules in decades.
T123
Any lawyers in our midst?
Just out of curiosity....
Since they are causing us (shareholders) harm here, with their unsolicited public statements, and the share price proves that they are causing harm, why can we not file our own suit?
Public ambulance chasers that IMO damage my shareholder value without any grounds for their defamatory.
Okay - I've done some research ...
I've spoken to some old friends in the investment community, and I've decided to wait this one out. The comments I received centered around:
1. you can't get blood out of a stone.
2. don't believe I've heard of a company being forced into bankruptcy over something like this before. In some case the company might offer warrants to those represented in the lawsuit in order to settle, but that's about all.
and others....
But, to be fair to all, I came away feeling that while more leaches could still come 'round, this will likely not turn out as bad as many fear in the end.
I'm not saying that something bad couldn't happen anyway, more so than the share price going down, but what I am saying is, that I personlally feel okay about riding this one out.
Tampa123
boWave - the answer is No they won't let that happen. They'll be happy to come in and buy Wave to take on their problems.
Giving all the appropriate execs bigger salaries, share value, and alike.
It's certainly a possibility worth of some concern to us shareholdes
I'm suggesting that the world doesn't play as fair as we'd like to believe.
Let's assume that many of you are right in your assumptions that Wave's server attestation is the next big thing, and that they were close to bringing it out of the closet.
Think of a better way to scoff up shares.
Thisnk some of these companies that have reporters in their pockets couldn't boil the legal ocean too?
Just a theory
@@!#~@#!#$%$%^%^&*%*&
There's more than one way to own someone's space, and it looks like someone see an opportunity.
Let's all put a smiley face on this one.
To ALL - To know how well it's going right now, one need only to link at our own board's link of the week!
RIGHT!
Come on Wave Management. There is nothing in SEC rules that says that you're not allowed to continue to conduct business, and report significant events to your shareholders during the investigation. Even your own web-site's last significant event is that of the reporting of the SEC investigation itself.
Performance by anyone's standards should be considered severly lacking at this point, and I see no reason why everyone on this board isn't a little disturbed by the absence of progress. So, assuming that you all are more than just a little disturbed, and either feel that no benefit comes from complaining, or even worse, that more harm comes from the same, then all you need to do is look at the stock price lately.
I'm fairly certain that none of us are holding up the share price. So, if Wave does read this board from time to time, then it is your duty as a shareholder to let them know how you really feel about this turn of events. Even if it's just for one post, and then you go back to being what you've been.
You'll feel better. I know I do! And, I still have all of my shares. And I'm not worried about the share price going down either, because if Wave performs as they're expected to, I shouldn't have to worry. And if they don't, then there's no reason to worry on that end either, because all the money in the world won't save a company that has no performance quarter after quarter, after quarter.
Okay, back to counting my shares.
T123
Dabears - Yes! Because to know this, means that you somehow know that the thief is now wealthier than you.
Got any more riddles Batman?
Tampa123
It certainly doesn't look like everyone else has to hold their tongue about their products, does it?
Wave has nothing until they prove they have something. The rest of you can believe what you want.
SHOW ME THE MONEY!
T123
oknpv - Why are you like that?
You immediately turn an opinion that a change in the makeup of the BOD to be conscrued as a shareholder's revolt? A shareholder's revolt is if we bonded together to vote controls differently than they are currently. I don't think anyone, except the extremist is suggesting anything like that.
So please stop trying to take it down to a revolt level, as soon as there's some concern over how revenue is, or is not being generated. That's not right!
No matter what any of you Koolaid drinkers say, or believe, this business, in the end, is all about making money. And at some point, Wave management needs to move past the good idea stage, and into operationalizing a revenue producing business. That means sales, contracts, predictable top-line sales, and recurring-revenue strams. Not speculation! Not it's gonna be great! ~ When? How? How much? These are the answers that it's time for now.
What's so frustrating to many (at least me), is that we (I) truley believe that Wave is involved in many, many opportuunities, with some extremely large partners, but that they (Wave) haven't figured out how to get their own revenue stream going any time soon, because all the others control their destiny, and will want to get theirs first. That creates an indefinte revenue timeline, and it sends the message that Wave can't money on its own, in any way, shape or form without someone else telling them, or allowing them to make it.
To me, if Wave had another $120 million, and could afford to take their learnings and apply them now, I'd be less concerned. But, if I were Wave, relying on everyone else's timelines, and having very little money, I'd be worried. And, I'd probably be acting just like they are now. Nothing to say. Nothing to say. Nothing to say.
A shakeup might bring in more money too - who knows? If it's a powerful, well-known leader putting their faith in, and weight behind Wave in Sales or Executive Leadership, Wave might be better off. I say might because I admittedly don't exactly know where Steven has gotten us (really) to date. To me, that's also concerning ~ taht we don't know, and he can't tell us.
T123
awk - yes but that puts Wave back to only a trusted infrastructure utility provider. No?
T123
Whitewash - You're absolutely right.
Show us the money is it. I'm not defending CPA's actions or posts, just his right to do it. Without that right, this board would lose a lot of good posters, and a ton more lurkers. An opposing point of view, while not what some of us want to hear, should still make us more intelligent shareholders. Weighing out information and deciding what's right is what life is all about.
Whitwash - I would be more inclined to celebrate with CPA if that's your idea of censorship. It doesn't matter what CPA says. It's more a matter that he has the right to say it. Those of you who feel the need for a private community can easily do so using AOL Instant Messenger.
As for Steven as the visionary. Whether it be Peter or Steven, there's no arguing that they are both visionaries of the Wave offering. And they both do a wonderful job of evangalizing Wave's value proposition. BUT, and that's a capital but ~ That doesn't mean that they can generate revenue, and create a thriving profitable business. If every visionary could, they'd all be in charge of their companies. While most are in the beginning, at some point where sales and revenue become important as an ongoing concern, as it has now, the best person for the job of making money is not always the visionaries.
Just consider that during your judgements of who's in, and who's off your list.
T123
Kevin - well so much for the behemouths not trying to own attestation. Now, I guess we'll have to wait and see if the public likes it that way, if/when IBM ever comes out with it.
NO WAVE IN SITE AGAIN!
Nelz - another 10-years is almost retirement without enough money to enjoy it
nelzoni - now there's cause for optimism.
thanks for lifting my spirits even higher than even I thought possible.
T123
Snackman - Thanks for that. I respect your opinions, and accept them as they are offered. I am in this investment to make money at a rate faster than my passbook savings account.
LOL
Weby OT - sorry for the public reply, but I don't have private priveleges. I am working in Austin TX now, and only get back to NJ every few weeks now. I will plan ahead and arrange something with you.
kwduemig@optonline.net
Thanks IM01
I don't believe that you have anything to do with my investments, whether they succeed, or fail. So, the good news for you is that I'm not holding you personally responsible for anything anyway.
I have no problems with your opinions. I hope that you feel the same about mine. But, we all know that's probably not true by now.