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To all....some thoughts
I think we´ll see WAVE gaining traction this year cause trusted computing will be everywhere in the future. Some of us are at the right place at the right time, others were at the right place at the wrong time, but those who are still here are now at the right time.
The Dell bundling and the DoD news will generate significant revenues for Wave, so the street will recognize the potential of our products. Other investors will follow and they have to buy their shares from us!
This community is strong for years and I think nobody will sell his shares for a doubbling of his BE, so the SP will rise and we all will be rewarded for our patience.
We all have our dreams and nervousness but the great DD on this board helps us to stay invested. Thanks to all for your work here, that helped me to believe in Waves future!
Last week I met some nice and smart guys in Vienna. We had a long and interesting conversation about our little Wave. It was a wonderful day and I´ll hope to meet you all in Vegas soon.
I think our first aim is Waves success, but this boards with all the different people on it has become a little purpose in our life. So I hope we all will be rewarded from our investment and we can meet in Vegas without nervousness.
The time HAS come for Waves and our success!
BR
ISPRO
John...100 percent agreed!
We´re waiting for the 1.2 TPM Vaios...
Perhaps Sony wants to tell their customers, who have bought the TPM 1.1 machines, that these machines are compliant with Wave software TOO!
BR
ISPRO
OT: To all Wavoids!
You´re welcome to join the Austrian Wavoid party in Vienna tomorrow!
Meeting point: Stephansdom main entrance
Date: 6.1.2006 (01/06/2006)
Time: 19 (7 p.m.)
BR
ISPRO
John....Sony BX series.
http://www.investorshub.com/boards/read_msg.asp?message_id=8733255
I´ve bought 5 vaios and there was an infineon 1.1b TPM.
At systems we talked with Brian and he told us, that there is no bundling with Waves ETS.
But who knows, when the Sony vaios with TPM 1.2 arrive, perhaps we´ll be bundled (like the Dell deal)....
BR
ISPRO
A happy new year to all!
2006 will be OUR year
BR
ISPRO
Scorpio....BTW I think at the latest when Vista comes, TPMs will be turned ON as a DEFAULT setting in the BIOS.
BR
ISPRO
Snack....and
9. a bundling with Apple
10. a deal with Microsoft
11. a deal with Infineon
BR
ISPRO
Kisa...everybody has seen the deal but nobody knows exactly the amount per unit.
"On November 14, 2005 Wave Systems Corp. ("Wave") signed a license agreement with Dell Inc. ("the OEM") that permits the distribution of a custom version of Wave's Embassy® Trust Suite security software technology on all of the OEM's business PCs equipped with trusted computing security chips known as Trusted Platform Modules (TPMs). Wave will receive a per-unit royalty based on the OEM's shipment volumes of products equipped with the custom Embassy technology. However, the contract does not provide for guaranteed minimum or maximum shipped quantities or royalties. An expanded and more powerful suite of trusted computing software, the Wave ETS Enterprise Security, Dell Edition version 2.0, offering enhanced security management as well as improved data protection, will continue to be available to customers as a purchase option from the OEM. "
BR
ISPRO
Kisa....DELL bundles WAves ETS from now on.
The DELL TPM machines sold in 2005 had no ETS bundled. (OPT IN)
So we´ll get an amount per DELL TPM machine in 2006, regardless if someone turns on the TPM.
BR
ISPRO
Dig..agreed!
BR
ISPRO
Kisamura....the Dell project has just begun.
First DELL TPM machines with Waves ETS will be sold in January. Perhaps we were too excited about the Intel deal, but Wave gets an amount per unit.
The deployment of TPMs has just begun, so why do you think the deals are dead?
BR
ISPRO
Hesperus...see following post
http://www.investorshub.com/boards/read_msg.asp?message_id=9014572
BR
ISPRO
OT: DIG...ganz bestimmt!!!
BR
ISPRO
Gugi....there is no prison in the world, where you can´t break out. There is no software and no hardware which can´t be cracked.
Who cares what TPMs are for. WAVE will be THE company with THE software for these TPMs.
BR
ISPRO
Gugi.....keep racing
powered by Google! Looking forward to meet you on 6th January in Vienna!
BR
ISPRO
DIG...keiner glaubt du wärst ein Dummkopf.
Es ist wohl eine Mischung aus Ungeduld und Pessimismus.
ISPRO
DIG...right and don´t forget
1. IFX TPM business is a little part of their business.
2. We haven´t heard about any IFX contract like
"Wave Systems on Winning Team for U.S. Army Contract"!!!!!!!!!
BR
ISPRO
DIG...the important thing is the deployment of TPM software.
IFX has HP (1.1b), Sony (1.1b)
WAVX has DELL(1.2), Gateway (1.2)
BR
ISPRO
Dig...is McAfee a competitor to Symantec and Kaspersky a.o.?
Think about a TPM software market with 2 or 5 competitors...LOL!!!!
If no other competitors are in the world market within the next months, my estimation that Wave will become a 4B company has to be updated!
BR
ISPRO
Cypher....."WHY???"
Sit back, watch and learn....
And if you own shares, enjoy the ride.
ISPRO
DIG...I think 150M shares will be enough to reach breakeven
so 4B / 150M = 26,666666666666 SP.
Thats my math.
BR
ISPRO
DIG...a year ago I thought Wave would become
a Billion Dollar Company
now I think
Wave will become a 4 Billion Dollar Company!
Got it?
Things look much better now!
BR
ISPRO
Dig....
"I've cut the value of my sell points almost in half from a year ago. "
I doubbled them!
BR
ISPRO
OTOT....Update Austrian Wavoid party
Date: 6.1.2006 (1/6/2006)
Time: 19 Uhr (7 p.m.)
meeting place: Haupteingang Stephansdom (Main entrance Stephansdom)
BR
ISPRO
KeV....what else do you call a contract?
"...Wave will supply its computing solutions products, subject to the completion of a subcontract (and related task orders) to be entered into between Wave and NCI Information Systems, Inc."
Do you really think wave can announce this, if there is no contract?
BR
ISPRO
Merry Christmas mbondo!
(not deeper than yours, I took a few for Santa!)
BR
ISPRO
mbondo.....those who believe in the future of WAVX like me!
BR
ISPRO
CPA...I think for security purposes the army needs ETS not only
"I would think most of the contract is for services and not hardware or software."
Perhaps they want to establish a trusted network...with Waves client and server solutions?
BR
ISPRO
Dig....
"15M/qtr"(breakeven)???
I remember the time we´ve got PapaGino. We said Wave needs a big customer like the gov or a gorilla. Now we have the US army and we don´t realize that this deal is the first real BIG step in the right direction.
BR
ISPRO
CPA...
"Wave will supply its computing solutions products , subject to the completion of a subcontract (and related task orders) to be entered into between Wave and NCI Information Systems"
BR
ISPRO
Agreed ....but we know this contract will generate revs for Wave.
BR
ISPRO
F18 agreed concerning "money time"
But todays news have nothing to do with relationships. We´ve got a contract!
BR
ISPRO
EFS...its a brand new company with 1450 employees!!
Spin of the gov?!
Contracts after the 804M from 29.11 beyond 22M? (near each week a new contract)
Got it?
BR
ISPRO
Flyer....in pre-market we were at 1.08
The PP guys dont understand the tech so they sell for a 20-30 percent profit.
KEEP RACING
BR ISPRO
KEEP RACING!
Merry christmas to all!!!!!
BR ISPRO
OTOT: Austrian Wavoid party in january!!
Hi folks, on January 5th we´ll make a party in Vienna!
Location and time will be posted here soon.
BR
ISPRO
Thanks c m!
Great news!
BR
ISPRO
Foam....I´ll be there and report here.
BR
ISPRO
OTOT..to all Austrian (and other) Wavoids.
In January 2006 we´ll make a party in Vienna with an austrian/american wavoid!
Please join us!
For further information please follow the board! I´ll post date and location as soon as possible.
BR
ISPRO
Wave fan...maintenance of a gorillas website takes a while
We saw that when they changed EnvoyETS1.0 to ETS2.0.
I think we´ll see the new business machines from Dell with TPM1.2 and Waves ETS bundled in January.
BR
ISPRO