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Given the fact that the CC is in 2 days.............
I guess it would be appropriate and timely to start discussing the revenue expectations. This is a particularly critical CC because it comes in the midst of alot of Deal Activity.
For myself, I am on public record in saying that we should LOWER our revenue expectations for Q4 and feel more bullish for the latter half of 2005 when the rollout is firmly rooted. FY2006 should be EXPLOSIVE and FY2007 should be UNREAL.
Let's keep the short term outlook conservative and then let's raise the bar gradually next year.
JMHO....
Per Armp's Revenue Projection..............................
for Q4 we see a very very CONSERVATIVE number of 50K. This is a smart number because it keeps the 'bar low'. Admittedly, the revenue number for Q4 could be much HIGHER and should that occur it would be seen as a POSITIVE. I think the 50K number is smart and could be accurate insofar as Wave might want to push out any deferred revs into 2005.
For 2005 Armp has a number of $7million which occurs mostly in the 2nd half. This is CONSERVATIVE and SMART too. First, it keeps the bar low once again. Why disappoint? It is best to be CONSERVATIVE with forecasts and then beat the forecasts. Secondly, Armp forecasts the BULK of the revs in the 2nd half which is more REASONABLE given the nature of Wave's business model (services oriented)and the rollout process. Compared to some other forecasts, Armp's 2005 is REASONABLE, CONSERVATIVE and SMART.
For 2006 revenue EXPLODES! This is when the fun starts.
Feedback is welcome.
Pickle...............
could you or someone tell me why Key Ovation is so important or interesting?
Looks like just a startup.
thanks
Data Recovery a la KTM presented here.
http://www.tmcnet.com/usubmit/2004/aug/1068728.htm
hey, data recovery becomes a moot exercise without KTM in many cases....
SO...me thinks Wave would be in that market too.
eamonn This looks like DATA recovery to me
http://www.byteandswitch.com/document.asp?doc_id=69139&print=true
KNOW THY COMPANY!
Hey Doma..Doesn't Wave ETS do data backup/recovery?
Maybe we should be here too?!!
http://www1.us.dell.com/content/topics/segtopic.aspx/verticals/security_network_backup?c=us&cs=5...
what do you think?
FWIW I think I am going to buy some more stock
tomorrow. Gotta hunch things are gonna heat up.
Just a feelin'........
IMHO.
Wave's ETS now greatly ASSISTS in this Domain! read here......
http://www.dell.com/downloads/global/shared/wireless_security.pdf
don't be surprised to see something DEVELOP here!!!!
VERY VERY IMPORTANT
eamonn I agree 100%. I still like Armp's forecast.
I want to be real CONSERVATIVE with the numbers this qtr and for the next couple of qtrs. Let's keep the BAR LOW and expectations LOW. That way we minimize disappointment. Armp has a HUGE number for 2007!
I like that revenue flow. It gradually builds and then
EXPLODES!!!!!!
Time to REVISIT the WAVX & NTRU ALLIANCE...read here!
http://64.233.161.104/search?q=cache:cNWudEVCyNkJ:www.ntru.com/products/ntru_wave.pdf+wave+systems+m...
IMHO......this will resurface again.
watch, listen and Learn!
So, Wave's Demo at CEBIT is Communications related.....
I discern this from the location of the demonstration and the time it is given within the CEBIT schedule.
ALSO......................................
no one posts anything on this board unless it is directly and EXPLICITLY Wave DD related.
well, that eliminates about 99.9999% of the posts here.
LadyX here is another way to look at it.
Years ago there was a visionary/inventor who discovered how to compress air and deliver it out a hose. It was the first pump. Only problem was that there were no automobile or motorcycle or bicycle tires around just yet. So his pump collected dust in his garage.
Then all of a sudden there were millions and millions of tires in the world. And so, the madcap visionary/inventor became wildly rich because he was prudent enough to have received a patent on his invention.
end of the story.
LadyX Here is the salience.
You need a market(problem) before you can sell your product(solution).
Several years ago we didn't have the perceived market(problem) so it was tough for us to sell the product(solution).
NOW IT IS DIFFERENET.
comprendez vous?
rosie...I have been an investor since 1997.
longer than most here. And I continue to be a big big SUPPORTER of this company and it will be as big as QUALCOMM.
IMHO.................................
Lady...well, then how about this?
http://msnbc.msn.com/id/7152899/
It isn't about DOLLARS! It is about National Security!!!
We need to implement Wave Systems Technology(or a derivative thereof) RIGHT NOW!!!
Every f'n week and month that we delay this implementation puts all of us at GRAVE RISK.
Is that GOOD ENOUGH DD FOR YOU?????!!!!!!!!!!!!!!!!!!!!!!!!
geez......
Rosie...it doesn't matter in the big scheme of.................
things./eom
chris.....The Govt needs Wave Technology or
a derivative thereof RIGHT NOW!!!!!
the bad guys are tryin' to tap into our power grids as we speak not to mention all the other sensitive nodes in our nat'l security system.
http://msnbc.msn.com/id/7152899/
We cannot afford to wait any longer! Every week, every month that goes by makes us more and more VULNERABLE.
The solution is here. We have the MEANS to make it very very DIFFICULT for the bad guys to hurt us via Cyber Terrorism.
We must DEPLOY Wave Systems Technology into our digital infrastructure.....NOW!!!
It isn't a matter of DOLLARS! It is a matter of NATIONAL SECURITY!!!!!
GEEZ.....................................
rosie..Good post.
But I have been an investor since 1997 so I am a long timer. AND....I sense alot of "lack of focus"...even among the august and revered ones here.
To accomplish what Wave Systems is trying to achieve is VERY VERY DIFFICULT....needless to say.
BUT....i sense a lack of focus...a lack of patience...a lack of understanding...notwithstanding.
This is MY HUMBLE AND PERSONAL OPINION. I don't want any personal attacks.
We are going to achieve GREATNESS.
But we are NOT going to get there via NEXTBEND.
we will get there VIA WINTEL!!!!!
PERIOD....END OF STORY!
rosie....I am exasperated!!! To be honest
I am totally frustrated by a combination of factors:
(a) the lack of FOCUS. We (Wave Systems) are now being seriously adopted by the GORILLAS! Dell, Wintel, TrustZone,
European Banks...........this is HUGE. The revenues will be REALIZED but it has to follow a strategy.
(b) the lack of UNDERSTANDING. Wave Systems is the ONLY true Play on TRUSTED S.E.C.U.R.E. COMPUTING!!!! THIS IS ABSOLUTELY HUGE FOR THE INVESTOR THAT UNDERSTANDS THE POTENTIAL.
(c) the Lack of PATIENCE. These shifts do NOT occur OVERNIGHT.
How many revered posters on this AUGUST BOARD has attempted to accomplish what Wave Systems is tryind to do? ANSWER: NONE.
the whole discourse here sometimes borderlines on the ABSURD.
geez......
eamonnshute..C'mon. I said this is cool.
NextBend is COOL. and the guys behind are pretty cool.
and the NextBend DO have a good resume. I appreciate all of that....trust me!
BUT...it is SMALL POTATOES!
Let me tell ya where we (Wave Systems) are going to make the BIG BUCKS.
First, Homeland Security stuff. Yeah, I am the lonely voice in the woods shouting "HOMELAND SECURITY". But i think we are going to make BIG BUCKS in the GOVERNMENT arena....via DELL COMPUTER or whomever.
Second, DELL COMPUTER. This is the REAL DEAL. enough said.
Third, Wireless. I dunno how this is going to unravel. Is it Intel WTP? Is it TrustZone? Or is it QUALCOMM? We will be in wireless....Big TIME!!!!!!
I have no worries.
But...pleeeezzzzzzzzzzz....this NextBend stuff is Small Potatoes.
But it is COOL.
geez.
c_m...I think you are 'cool'..........
but this NextBend stuff is very very PERIPHERAL!!!
don't get too wrapped up in this stuff.
Dell is the deal.
Wintel is the deal.
concentrate, dude.....C.O.N.C.E.N.T.R.A.T.E.
geez...
Hackers Target Power Grid. Read here:
http://msnbc.msn.com/id/7152899/
me thinks they need EMBASSY!!
barge
maybe you could tell me why some posters (VH) get to post OTOT entries all day long while others get snuffed out.......
Warning: this post will get beeped within 2 minutes!
Doma WOW! That is Very Very Good!!!!
I like it.
nice job.
the Gentex Analogy.
Most of you own a Gentex rearview mirror. Whether you own a Ford or a Toyota or an Audi.....you probably own a Gentex mirror.
Why? Because Gentex makes a great mirror. So, all of the auto companies buy and install a Gentex mirror because they want their cars to be the best vehicle on the market.
Gentex doesn't make the car you buy. Gentex makes the car you buy a better car.
This is the Wave strategy. We don't make the PC. We make the PC work better and safer. We don't make the cellphone. We make the cellphone better and safer.
and so it goes.
barge
maybe Wave is in the political sweetspot wherein both ARMHY and INTC are using them.
Why not? After all, Wave isn't tryin' to choose sides. Remember the ole adage:
Wave doesn't make the end product. Wave only makes the end product work much better.
Dell realizes this and chose Wave
Intel realizes this and chose Wave
and so on..............
I think ARMHY/TrustZone will choose Wave too.
IMHO..................
barge barge barge.....RELAX!
IMHO....Wave is on Intel's WTP.
let's just move on.
thnx
gokite I know it is an 'assumption'.
i have been using 'IMHO' the whole time.
BUT......
it doesn't make sense otherwise. Intel isn't going to put Wave on all its next generation PC based gizmos and then NOT put Wave on its WTP. How ridiculous is that?
IMHO.....once again.
go-kite EXACTOMUNDO!
That's what I've been sayin' all along.
AND...........
it ain't called WINTEL for nutin'.
eom
C_M OH...now I get it!!!!!
geez...what a dunce I am.
sounds good to me.
Weby why all this chatter about Ozzie?
just curious. I know who he is and all that....but what is the relevance?
thanks
Or should I say
WINTEL Partner?
eom
Pickle Good news
from our partner Intel this evening.
Great to be an Intel Partner, ain't it?
eom
eamonn
IMHO...wouldn't make sense otherwise.
but again....JMHO.
Pickle..Yup
no question about it, IMHO. Read this article
http://www.theregister.co.uk/2005/02/17/wireless_trusted_platform/
Do you see where it says the WTP is comparable to new desktops?
That means Wave technology.
Yup. Wave is in the WTP...
imho.
Pickle Power....No it is JMHO.
it makes no sense for Intel to put Wave into all its next generation notebooks/desktops and NOT in the WTP.
no sense. Also, study the White Paper and you will note that they 'reference' Wave all over the place without mentioning Wave in black and white.
It is all IMHO.........
take it FWIW....
go-kite No, I think Wave is part of WTP.
JMHO....
guvna i don't see how Certicom impacts Wave................
at all. Could u explain why you think so?
thanks
doma here is the Intel White Paper
ftp://download.intel.com/design/pca/applicationsprocessors/whitepapers/30086801.pdf
Look at last page under Protocols Supported.
do you see the TCG main spec reference?
good enough for me.
JMHO....
Doma I think that Wave is on the WTP.
JMHO....