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Other motherboard OEMs outside of Intel!
"SKS: I think what I can say on that front is that there is a lot of activity in the market from other branded vendors. There are a number of interesting opportunities that we've been pursuing over the course of the last, in some cases six, nine months. We continue to make excellent progress on those solutions. And in general we are one of the very significant competitors for those pieces of business. We haven't lost any major pieces of business. So the transactions are still yet to come."
Yeah!!!!!!!!
ISPRO
Thanx unclever!!
BR
ISPRO
Doma....Thanx I missed that!
Don´t you think that there are more STM 1.2 around?
BR
ISPRO
Zen..Gugi and me were told about that by a rep of wave!
Look at mobos!
Where can you find an Infineon TPM1.2?
BR
ISPRO
Cosign.....as mentioned before
1. We were told at Systems2005 that STM ships more and more and Infineon TPM shipments are decreasing.
Look at the new INTEL boards. They have STM on it and no Infineon like the 915 Series.
2. If ETS was sold via Dell (Envoy) in Q3, do you believe these sales have already been reported to Wave? IMO sales from Q3 will reported in Q4 and so on.
3. Believe it or not; a new bundling is coming. Perhaps Wave waits and a few days before the PP we will hear about it....
BR
ISPRO
Awk...I have a question.
As I understood we have 5M shares left. 4M for PP. If breakeven comes Q3/06, can we get through the Q1 and Q2 period with the cash from the PP?
What if we need another PP?
Thanx for your answer.
BR
ISPRO
Snack...look at these posts
http://www.investorshub.com/boards/read_msg.asp?message_id=8345666
http://www.investorshub.com/boards/read_msg.asp?message_id=8268772
http://www.investorshub.com/boards/read_msg.asp?message_id=8267238
http://www.investorshub.com/boards/read_msg.asp?message_id=8267077
http://www.investorshub.com/boards/read_msg.asp?message_id=8258129
Br
ISPRO
MMBG...BUY or SELL?
BR
ISPRO
See ya tomorrow
Keep racing
Hope you´re right.....
BR
ISPRO
GW...NO
BR
ISPRO
Dave...Gateway and others are coming!
BR
ISPRO
GUGI..online?
BR
ISPRO
GoWave...WHY..near doubling is ok...
ISPRO
xxxx...Q2 1M per 0.25 and 258k revs....
SKS told us 50% comes from. (129K)
0.13 per STM unit or deferred revs? Shipping on 30.6.3006 would be a deferred rev for Wave isn´t it? 1.8M Q3 what about deferred revs?
Q3 will be the same!
Best regards
ISPRO
Doma.........agreed!
Atmel...low volume
Best regards
ISPRO
Doma...I don´t know but as I remember the nokia rep answered a question "...is it a hardware or a software security..."
like: (I dont know exactly)
...it will be a hardware device "thats for sure" but he didn´t tell us what exactly.
So if the rep didn´t know it, I don´t believe products will start in 2 months.
BUT
If he knew it and didn´t tell us, the product implementation in Q1 2006 is possible.
Best regards
ISPRO
Doma...I hope so.
The nokia rep said at Systems2005 the specs will be ready in Q2/2006, he didn´t tell us anything about the first products.
But I think end of 2006 could be realistic.
Best regards
ISPRO
AWK, ZEN...GREAT!!!!!!
Thanks a lot!
Have a nice sunday...
Best regards
ISPRO
Helpful.........Best post of the day!!!!!!!
We will look back in a few years from now on and will remind this time when we hadn´t the proof................
Best regards
ISPRO
Solas...I think doubling the revs should not cause sleepless nights! My "feel good" is 850, but IMO we´ll see under 500k cause DELL sales (many products from Wave on the site since 09/05) will effect Q4.
Best regards
ISPRO
Solas...would be ~400-500K good or bad IYHO?
Best regards
ISPRO
Trust...the mobile specs will be ready in Q2/06.
First products we´ll see in Q4/06. Think about what hardware security could be in mobiles. Could it be ARM-TRUSTZONE?
We are talking about 1 year NOT 10.
ISPRO
CMF...why should near doubling the revs from Q2 to Q3 be a bad quarter?
ISPRO
Dig...you´re right!
ISPRO
Ramsey...right we´re waiting for INFINEON 1.2
Never seen on any mobo....
Best regards
ISPRO
SL...9530 Infineon 1.1b
Best regards
ISPRO
Tommy.....Thanx
Best regards
ISPRO
Junct...the link doesn´t work for me.
"The product could not be found. Please try again or contact customer service"
Its possible that you can already order an Infineon TPM 1.2.
Why should Infineon not develop an TPM1.2.
The questions is, if the delay of Infineon TPM 1.2 deployment compared with STM1.2 will make STM to the leader TPM manufacturer. (Intel uses STM and BC now perhaps other will follow)
I hope so....
Best regards
ISPRO
Eamon....the plural is right!
Time will tell us who is new in Waves land! I´m sure it will be one of the BEST motherboard manufacturer.
Best regards
ISPRO
Eamon...you´re welcome.
We only saw Infineon 1.2 on the paper! I don´t know if the 1.2 version has already been deployed.
Best regards
ISPRO
Barge, awk, weby....take a rest
All of us have our own thoughts and imaginations concerning WAVE. IMO we need both...first: DD and second: trading.
Larry has made a mistake, as everybody of us can make. But he also contributes much technical trading issues to this board.
Regarding that he has taken his posts to the OT board, I think he didn´t want to damage WAVX or anybody on this board.
Think about if LD should not post here..........
AWK, BARGE, WEBY your (and others) are several of the most valuable opinions here, so please don´t dispute.
Best regards
ISPRO
Dig thanx thats what I mean!
Best regards
ISPRO
Waverider...I´ve already been there....
IN:
Austria
Germany
Switzerland
(german language)
Contents in website doesn´t reflect the power of companies...
..look at mine.... NICK name and AT (only one product)
..CRYPTAS founded in 2003....
..as Raphael told me a smart CEO...
Best regards
ISPRO
Greg s ...sorry german and english is different in terminology
I don´t mean BUY!
to BECOME PARTNER...
Thanx
ISPRO
Doma...GREAT!!!!!!!!!!!!!!!
I think that´s what everyone here want to see and I think it will happen!!!!!
STM+
IFX-
Best regards
ISPRO
To all...any thoughts of the reseller theme?
I think in europe Wave will use country specific reseller to do the job. U.S. can´t be compared with the EU. I think in U.S. all people say "we are americans". In Europe we say "I´m an Austrian...a country within the EU". So in my opinion it´s better to acquire several companies to resell Waves products in "good OLD europe".
ISPRO
Waverider...don´t you think the presentation on the web is really thin???
I don´t believe thats all of Waves tec.
Best regards
ISPRO
Cosign...you´re referring to a "standard" TCP presentation of several TCP members. That has nothing to do with the Dell/Wave tour I think.
Best regards
ISPRO
Cosign...perhaps in the European tour there will be more information as in the presentation which is in the web.
Do you have a link for the DELL/WAVE presentation in Europe?
I have never seen it before.
Thanx
ISPRO