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Sweet.
AS do I Boo Boo, as do I. One security chip in particular - the TPM - and I should the chip and accompnaying support SW, is and I believe will continue to be a cash cow for me over the long term. See WAVX board here on IHUB. The WAVX board's governance I believe is farcical however there is alot of good investment DD being done by certain members. Just beware of the motives of some on that board. They are quite biased in a positive way as to what gets posted.
Agree. Nibbled some more ARMH today. Already have some RVBD in my portfolio and see both going higher based on both T&A. Will increase stake if further buying opp arises. Thanks for your good insight and good Luck!
Also tracking NETL. What's your opinoin there?
Nice pop today. Is ARMH forming a handle here? Looks as if it is ready to bust thru some resistance. Comments? Thanks.
It's nowhere but up from here. Bought some more today and probably will tomorrow as well! Rocket fuel and all that.... The Yahoo Fool news just came out and people are now only starting to buy. Just look at today's volume. No one can argue the volume. Love to see a gap up. ActivIdentity: Maybe buyout news before the year is done?! As the magpie said: "It will be a dilly".
Wow! ;?P
Wow. You keep talking about a retrace. Why not sit back and enjoy it? ;)
ExPat,
Not mentioned here (or at least clearly) but they now need to have a Information Security Officer.
GK,
When SKS speaks of "opportunity" it is time to run for the hills. Yes, opportunity is ubiquitous and anything is possible .... say a meteorite slightly resembling my face hitting my house as I drink my tea and eat my crumpet (OK, maybe not the crumpet part - that is a little far fetched even by SKS standards).
And yes, I am still optimistic on Wave also. On a 5x5, 3.5 probability with 4.5 impact.
fully concur sir.
This is typical SKS gobbledegook. I mean a cat does meow, right? So that means you agree with me.
Gotta love how this whole WikiLeaks thing is putting encrypted drives in the limelight. I beleive it will be rocket fuel.
I wish the recent article on this topic made reference to Wave and not just WinMagic, et. al.
OK. Did my share again trying to keep this bottom in place. Let's see if it helps or was simply another knucklehead move.
Whew!!! Thanks. Thought I missed something again.
Also a good post. Can you please tell me exactly what "deal" Wave has with Booz? I must have missed that one. thanks.
Thanks for the good insight Ramsey!
I'm glad you are pleased. We've had many years to buy at this level and a many years again even cheaper still. The buying opportunity has to end some day. Too say it is overdue would be an insult to anyone's intellect. Let it start now PLEASE!!!
While I believe the Auto customer is global, they would not play the global advocacy role PwC plays.
All good and true. But until Wave has a contract in hand for this, it's all hope and speculation. I can't buy anything with this marketing write-up. Good luck to us.
I'm fine with your beliefs. However.....
I don't think it would even cost a fraction of the 7mm your talking about to set them up with just enough seats to get them to try it and give us a reference. The code is a sunk cost so the only additional out-of-pocket expense is the on-site set-up in order to ensure it is a success. Then they can purchase the remaining seats.
Also, frankly I would think for most longs (> 3 years) they would call this stock an investment disaster thus far. Look at the charts (good for the traders, shorts, folks here in on the pipes,...) Spending an amount equal to another redundant trade show presence in order to expedite/solidify success by getting a real customer (not some pizza chain with dubious connections) ERAS reference would be a no-brainer. Time to see some real progress in the SP.
But hey, just sayin...
thanks/fullstop
If I may inquire, what was his story of how PwC did find Wave? TIA
If it hasn't already been attempted by Wave in this instance, ERAS should be practically given away to PwC. The advertising reference is well worth the cost of the product. One can only hope (that word again) perhaps the plan is too proceed in a phased rollout of same.
IMHO, PwC makes a better reference for future business than the Auto win. I think once we see a large defense contractor/consultant (LM, NGIC, BAH, SAIC, etc... implement Wave's products, we'll know we've made it.
And you would think that just maybe they have a bit of insight into what's going on in the cyber world with an executive such as Mike McConnell. He's dabbled in a few high viz positions in his lifetime.
LOL! Yup, that's it OK.
agreed. 4Q should bring Xmas computer sales however they don't collect until Feb?
But how can this be??!! Tsunami posted all of those unambiguous dots.......we had so many demo's, presentations, alliances, etc...
all things trusted computing? Didn't they have revenue tied to them???
We need a white knight because we are floundering....
but very wave-like so it was expected.
But a contract of significant impact is a material event that requires publication even if it omits the name (ala auto customer, etc...). Well aware of the quid pro quo for customer reference in PR's, etc...
Nonesense on the stealth excuse. All I got to say about that.
I think this has been milked for all it is worth over the 2 1/2 years. Thanks.
This is no joke. We heard so much about Xen on this board.
I am aware most larges companies, government, and military use Citrix but I think other non-virtualization products. I'll need to validate this.
Nor do I. Thanks for your perspective. I hope Wave finally found a niche where they can actually become successful. I am betting on it once again.
Respectfully disagree. To market for the TCG as a whole is to promote on steroids. As you said, that was Wave's tasking at one point. And as you point out, the position no longer exists. I wonder why that is?
Of course all of the TCG promotes, otherwise they would not join less it was for simple defensive purposes, i.e. slow it down or derail it. Wave has and continues to beat the drum louder than all else. And rightfully so as they have much more at stake. And relatively more to gain.
But as Marketing Chair (past or existing), isn't/wasn't that exactly Wave's job?
Nice.....
No. But they certainly tried.
BD, Still cannot buy online with Etrade. Need to call in.
FWIW, I see them often in my line of work.