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TvTonic....
CNET shows 105,000+ downloads since July 8th. That is a lot more than what they had previously if I remember correctly. I think everyone can see the potential of TvTonic. SKS says they need a partner. Barge, any idea when we will see some Kaboom stuff from TvTonic? You have been quiet on the TvTonic front lately. Just wondering what your thoughts may be.
Thank you Dory- I really appreciated your effort to get this kind of information and then share it. Its hard to know what is going on behind the scenes. This certainly helps matters. Thanks again.
That was Lark and it was in a Wash68 post.
Zen- I don't believe there was a press release but I believe the date for orders and shipping was July 24 or 25.
Thanks Waveduke!!
Barge- Thanks for coming back from wherever you were. Your perspective was missed. Hope all is well with you.
Genz2
Weby-
What I was trying to say is that when ERAS first came out in Feb. I believe no one knew what it was. I was just trying to make the point that Wave could have many other gems up its sleeve like that one. Not necessarily a product but information. That certainly is probably not a new thought but I think Wave is keeping quiet for a reason. They haven't been this way in a long time. So I'm sure they're working diligently to make it happen. Thank you for your post and it was good meeting you at the ASM. Hope all is well with you.
Genz2
P.S - Hanging tight or maybe I should be Hanging Loose.
I have a question for the board?
How many people knew about ERAS before it came out? I didn't. What a great product IMO. If Wave can be quiet about that product you have to wonder what else they are keeping quiet about.
SKS said in the CC - My philosophy has been make sure that Wave has covered as many of the available targets as broadly as possible so that, as this thing launches, WE ARE THERE.
I know we sit at a 1.50 and some change, but with a market cap of like 65 million you have to think for this technology, wow, 1.53 a share. I think its insane, but thats just MO.
Awk, thanks for your posts on TXT. Very interesting....
Thank you Awk... My reading comprehension at times is lacking. What do you see in this technology that will help Wave? I hope we don't have to wait for all the LT computers to get installed for Wave to sell its software.
Another question: Why would you want to buy an ordinary laptop now when you could get another one with TXT in a couple of weeks? Do you think that would hurt FDE sales in the short term? I'm sure I am not the only one thats a little lost when it comes to LaGrande. Back to reading and thanks again.
Wavxmaster-Thank you... It sounds like things are rolling along.
Thanks for your Reply Mundo
Does anyone find it strange that Wave has not had a press release in months? Why?
Well, they must be pretty focused on encrypted drives. Also, any word on when Europe will make these available; last word was Aug. 1st.
I guess I'm just patiently waiting like all the other Wavoids out there. Nice Dell/VA announcement today...
Mundo- RE: Dell ad in NY Times
Mundo, Was that ad for Seagate FDE? I guess I'm not clear. Any more details you could supply would really be great.
TIA
Awk...I have seen what Wave's enterprise sales have been the last few months so I think that IT is well not buying the upgrades. This case seems to be a situation where there is an upgrade and if IT starts to go toward centrally managed solution I'm all for it. It seems like we have been 'slogging through the mud' for quite awhile so I think Pavlath's find is great.
Pavlath-
The KTM isn't in the Dell ETS Lite version so if they were talking about KTM then they must have had the upgraded version. You probably already knew that but I had to go back and check Ramsey2's post from a few months ago. Certainly is great news. Thank you again.
Pavlath...I thought of something else.
Could they be using the ETS light or do you think it was the upgraded version. I assume that when you said rolling it out that it was the upgraded version. Thanks.
Oh, Thank you.
I wonder how many other Crane's there are out there. I guess we'll just have to go to more trade shows:) Thank you.
Pav-
Is there some place on the Crane website that it says what you have said? This would be exciting news. Thank you.
Thanks 29tango... Does anyone know what happened to OneName and Wave? Is the market for this just not materializing or something else? I know there are many things that have not materialized but I'm just wondering what happened to this. It seemed to hold a lot of promise.
Unclevername-
The last financing was awful, but when I was at the Shareholder's meeting SKS made it sound as if they really didn't have a lot of options. It was painful. I was a little shocked when it happened. I'm sure you probably felt the same way. Hopefully things get a lot better. Thanks for all your transcripts over the quarter and months and your analysis.
Genz2
Has anyone noticed?
The Seagate 160gig FDE hard drive or ST9160824AS shows 9 pages of results vs. about 5 or 6 a couple of weeks ago. SKS mentioned that they were surprised at the number of customers asking for these drives to retrofit. More stock for these customers. More Wave software and ERAS to sell!!!
SKS, Wave, shareholders and Ali
I just recalled seeing the 'Rumble in the Jungle' on the move Ali a few years back. It was George Foreman vs. Muhammad Ali. The Impatient Market vs. SKS, Wave and Wave's shareholders. Ali takes tremendous blows from Foreman throughout the fight and he uses up his energy and Ali comes back in the late rounds to win the fight. It was the rope-a-dope strategy. Do we Wavoids, SKS, and the rest of Wave have a rope-a-dope strategy? I would like to think so. Or are we just taking a pounding for nothing? I'm here to WIN. I know the rest of the Wavoids are too and hopefully in a big way!!!THANKS FOR ALL THE GREAT DD SO FAR WAVOIDS!!!! ITS BEEN A GREAT TRIP, REALLY!!
Dory- Checking Seekingalpha and you'll find it part way down the call, but basically it says a weeks worth of data and it didn't seem to be concrete from what he was saying. You should read the CC transcript. Its pretty good. Congrats to you and Snackman on 1.70!!!!
Wash- That would make sense, but 'over 1000 FDE' for the week can be certainly left up for interpretation. Do you know if Boeing placed an order:) I know you are under an NDA. SHUCKS. Glad you been out here lately. If you have posted this much lately you must REALLY NOW be interested in the WAVE. If each Wavoid could pay you to speak what's in you mind you'd collect A LOT OF CASH to go buy more Wave:) Thanks Again. Genz2
Wash68...
I was only thinking that he was taking about a weeks worth of data. So you are saying that the data he took was until the end of July. I just thought he might have been able to take data from the first week in August. Oh well my theory is dust... Hey, thanks for all of your great DD lately. I wish I went to Earth City. Did you get to go on the cars:)
FDE ramp...
Thank you Zen for sending your 100,000 example to SKS. SKS uses this as an example of 100,000. I read it as this 100,0000 would be the immediate amount to ramp. What about the other 'new' customers unrelated to the 100,000 in hand? I may be optimistic here. Another thought, again probably overly optimistic,but what about the over 1000 FDE purchases in a week's time. Isn't the 'over 1000' subject to a big interpretation? I mean if Wash68 indicated that Lark said the demand for the FDE's was heavy. What week was SKS picking for his example? The heavier or lighter of the two weeks....Hmmmmm. This is a great mystery:)
Wave and it story...
I think the Wave story is exciting to tell but at the same time you have to explain to potential investors that they haven't made money in 18 years so the average investor might overlook the AMAZING things it has going for it. I still can't believe that Seagate has rolled this FDE technology out and without Wave what would it be. Seagate's CEO says he is enthusiastic about it and Dell is rolling it out. Do people understand that Wave is a 70-80 million market cap company and this is what they are a big part of? What is Wall Street smoking? They are probably saying show me the money, but I'm sure research is done on small cap companies who aren't profiting but are in an emerging market. HELLO, WAKE UP!!!!
Dory,
If I had the money I would have thought that at 1.70 is a great price. It just seems like an unbelievable sale given who Wave is locked up with and their technology and the TCG and and. Great buy IMO. Best of luck to you.
1.70...I think the street is saying show me the money or it could be saying something else.
The recent ORC Announcemnent....
Will someone please explain how they think or if they think that the latest ORC announcment involving the gov't space agencies involves Wave? I didn't quite get that from the announcment.
TIA
Hello Dutch-
If I remmember correctly you were going to be buying back in around this time. I wish I had some dry powder. Oh well. Would like to see some marketing push once the ERAS has gotten a chance to find a comfort zone in the market. Does anyone have any ideas as to when we'll see a marketing push? When will we start to see some write ups in significant publications? The ones from a few months ago are old news to the market.
Awk or anyone-
Any idea when Dell will start selling the FDE drives in Europe?
Goin Fishin - A question...
According to your report there was 1000 FDE's sold by the end of the second quarter. I 'm reading that 1000 FDE's sold per week from Dell. Is that correct??
Ispro- No offense here, but if no one is buying Wave's software and its going to take 4 to 5 years for TPM saturation what impact are we going to see in 'the not too distant future'
Is it going to make WAVE MONEY???
FDE guidance- I would think that SKS would be as vague as possible around the subject. I think the reason is apparent. If he does give guidance that will well be exciting. JMO...
Good to have you back in full force Wavxmaster. And thanks for the good laugh. Would you mind passing ERAS sauce:)? Okay I'll stop after I pass you the Lee sauce:)
No, I don't mean that. This was just my response to Micro if Wave were selling ERAS as well or instead of just Dell selling it.
Weets-
I'm just wondering how many customers already have this. After all the months of preparation I can't help but think that there are some customers who are already using this today.
Micro- Yes, I saw the price. The customer is getting a good amount of product for that price. If Wave is to sell this however, I think its going to need a good amount of marketing. When the KTM came out we thought that was a brilliant product, but without the proper marketing and market education that product has well.... I'm sure Wave hasn't told us a good many things for awhile but if it was good enough to put Wash68 on cloud nine I'll bet all is well.
Dell and ERAS
I have no idea what the terms would be if Wave was selling it. I'm sure that Dell is marketing this as almost a 'must have' so I'm glad we have Dell working for us. I would also bet that there have been plenty of other companies that have already used this. I'm hoping that the marketing gets kicked up a notch 'in the not too distant future':)
On Dell's Website...
This may or may not be new. Its the first time I have seen it.
http://search.dell.com/results.aspx?s=biz&c=us&l=en&cs=555&cat=all&k=ERAS