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I know of no businesses that have upgraded With Wave since the CC call.
With that said, SKS has said they were working on 5-10 deals they had hoped to close. (At the SHM actually in June)
I believe they have closed some of these deals.
Lets not forget PWC either.
If Wave is closing business, I am sure that people in the company that is closing the business, and the people that know there is business closing, will tell their friends and family. They in turn will tell their family and friends. This is the nature of the beast. I sure this happens all the time. These kind of leaks are hard to stop.
BTW, I know of no businesses, or companies, closing any business. The paragraph above is general in nature.
New Wave, that is true. But maybe this time there are 3-4 customers that account for 4-5 million instead of one.
Exciting times, no doubt.
If we can get to $4.26 before year end, that would be a 200% increase for the year.
I believe Telstarjohn said a couple of days ago that we would close at $4.00. He's not to far off at this point in time.
I think the MMs are naked short. They had to fill the orders last summer. But I could be wrong.
Be interesting very soon now when we cross the $3.60. What will the 7+ million shorts do when they are in the red? How far will they go?
I believe something has happened that we don't know about.
I have said in the past that we may not get announcements on security because the companies involved do not want their name mentioned as to what they are doing in that area.
I've said that maybe the only way we will know is in the quarterly reports as to revenues. That could be the case right now.
If Wave sold 50,000 seats to a couple of companies or three or four, that would probably not warrant an announcement. But the 2.5-3 million would still be there for Wave.
RUSSELL HERE WE COME!!
Last post on the survey we have going. 103 have responded. Have you voted yet?
http://investorshub.advfn.com/boards/board_surveymenu.asp?board_id=17
New survey in case you missed it.
http://investorshub.advfn.com/boards/board_surveymenu.asp?board_id=17
I agree. But I would like to see them miss just once. LOL
Yes, but keep in mind, nothing goes straight up or straight down.
There will be corrections along the way.
one. eom
I agree. Then we have a party in Las Vegas
DRM, not only that, but when we hit $5.00, all the major houses that can't buy the stock now, can finally buy it.
Should be fun when we hit $3.60 with 7 million shorts (naked?) having to cover.
My pleasure. Here is the survey again.
http://investorshub.advfn.com/boards/board_surveymenu.asp?board_id=17
O.K. Here is a survey. What say you as to the closing price on December 31st?
http://investorshub.advfn.com/boards/board_surveymenu.asp?board_id=17
Gemalto, WAVE Systems, ICOP, Alpha Technologies and Scott Greiper Discuss Security Solutions in SecurityStockWatch.com Interview
Date : 12/15/2010 @ 12:02AM
Source : MarketWire
Stock : SecurityStockWatch.com (WAVX)
Quote : 3.25 0.08 (2.52%) @ 7:59PM
Gemalto, WAVE Systems, ICOP, Alpha Technologies and Scott Greiper Discuss Security Solutions in SecurityStockWatch.com Interview
Wave Systems (NASDAQ:WAVX)
Intraday Stock Chart
Today : Wednesday 15 December 2010
Click Here for more Wave Systems Charts.
"There is a global trend toward increasing identity security in both the physical and virtual worlds. On the leading edge of this trend is the move to embedded microprocessor chip technology in identity credentials, documents and tokens to secure online transactions, protect identities and ensure the access control of information systems. At Gemalto, we address these opportunities in our Security Business Unit, and I am charged with managing our security activity in North America for Online Banking and Online Authentication." These are among the observations discussed by Mr. Thomas Flynn, Vice-President, Online Banking and Authentication, Gemalto North America. www.Gemalto.com, (PINKSHEETS: GTOFF) (PARIS: GTO) (isin code: NL0000400653).
For the Gemalto interview: http://www.securitystockwatch.com/Interviews/in_Boardroom_GEM_TF.html
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Wave Systems announced that Q3 revenues rose 38% to $6.7 million driven by software license activity. Steven Sprague, President and CEO, commented, "Q3 was very important for Wave as we achieved another successive period of top-line growth, while continuing to invest heavily in R&D and SG&A to bring new products to market, to support our OEM partners and to further expand our sales and marketing activities. Ongoing investment in R&D is a critical component of Wave's corporate strategy and is necessary for meeting both customer demand and maintaining a competitive advantage. We believe these investments will further our initiatives in the long run, an example being last week's launch of Wave for BitLocker® Management. Wave's BitLocker management solution is intended to leverage the enterprise adoption of Windows 7 and the renewed interest in Microsoft's native encryption feature that is included in most enterprise versions of Windows 7.
"We've also included BitLocker management capabilities into the latest edition of our flagship EMBASSY® Remote Administration Server as well, giving enterprises the ability to manage encryption or authentication in one easy-to-use, cost-effective package. Wave is the only ISV to offer management for all three of the leading forms of encryption, be it BitLocker, self-encrypting hard drives or software FDE for legacy systems, in addition to Trusted Platform Modules. In today's increasingly complex environment, where we believe many enterprises are looking to adopt a 'blended' approach to encryption and authentication, we think this distinction provides a competitive advantage."
For more information: www.wave.com (NASDAQ: WAVX)
For the Wave interviews with:
Lark Allen, Executive Vice President: http://www.securitystockwatch.com/Interviews/in_Boardroom_WAVE_LA.html, and,
Steven Sprague, CEO and President: http://www.securitystockwatch.com/Interviews/in_Boardroom_WAVX.html.
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Funny, when we were at $.28 and then went to $.50 there were those that said they would wait for a better entry spot. We never went below the $.50 again.
On November 12th, we closed at $2.30, only a month ago. If you think we are returning to $2.30, good luck to you.
If we go to $10.00 by this time next year, does it really matter if you buy it at $3.25 or $3.00 today?
Great post. Everyone should read. eom
Microsoft Is Still Not on Top of Cloud
By Andrew Bond | More Articles
December 9, 2010 |
I would say that last week was a pretty typical one for Microsoft (Nasdaq: MSFT) and its shareholders. On Thursday, famed investor Whitney Tilson pointed out at a hedge fund conference that the stock was cheap, giving the stock an intra-day boost. Where have we heard that before? It feels like I read that somewhere every day. We even recently featured Microsoft as a dividend play for a lifetime on our homepage, in which Jim Royal gave one of the best bullish arguments I have seen to date.
To be fair, I don't disagree that the stock is cheap, but it has been cheap for years now, and that hasn't seemed to matter. Tilson sees the same cash generating machine that everyone else does, and he has a $35 price target on the stock over the next six to 18 months. Clearly, his wide time frame isn't as confident as his words.
While the bullish calls and proclamations of a cheap stock have been constant, so have the failures to innovate and keep up with the growing competition. This was on display last Wednesday as it was announced that Google (Nasdaq: GOOG) had beaten out Microsoft to provide internal messaging apps and email to the 17,000-employee General Services Administration. The GSA awarded the contract for $6.7 million to Google partner Unisys Corp (NYSE: UIS), who will take care of the software mitigation. Google's software applications will be replacing IBM's (NYSE: IBM) Lotus Notes and some Domino software, so clearly the upgrade was needed.
Small contract, big rewards
Don't get me wrong, the contract is small potatoes for both companies, but it is a microcosm of Microsoft' struggle to keep up, especially with the large cloud-computing proliferation. To be honest, I don't want to beat on Microsoft; I even wrote that it looked like the company may finally be headed in the right direction last month. However, the response to the contract loss by one company executive on a blog shows that Microsoft may still yet to be going anywhere fast.
Microsoft's Senior Director of Online Services Tom Rizzo wrote, "There's no doubt that businesses are talking to Google, and hearing their pitch, but despite all the talk, Google can't avoid the fact that often times they cannot meet basic requirements... Regardless of how organizations are thinking about the cloud, Microsoft provides a choice for their productivity needs; on premises, in the cloud or as a hosted solution. Google does not offer any such choice."
I think Rizzo does a great job of highlighting the main point, but not in the way he wanted to. Google doesn't offer the same number of options as Microsoft, and it is still far behind Microsoft in the enterprise space. However, this GSA contract triumph by the "cloud" company shows just how much the enterprise space is changing, and this is a massive threat to Microsoft's multi-"option" business solution. And let's be honest: The federal government isn't the most innovative and revolutionary workplace.
Can Microsoft adapt?
If you only saw Microsoft's advertisements and heard the message from executives about the company, you would guess that it was primarily a cloud company. Speaking on the subject earlier this year CEO Steve Ballmer declared, "For the cloud, we're all in." The problem is Microsoft is not all in; it can't be. Rizzo is correct when he says that Microsoft offers many more options, but it's because it has to. The huge office suite business is still ruled by Microsoft, and most office desktops still have Microsoft software pre-installed. Microsoft built its dominant enterprise market share through early innovation, but the product has changed little and now employees and businesses are demanding more.
Businesses want easy-to-use software that is applicable on any device and allows open collaboration across business groups and offices, without having to work around long and laborious upgrade cycles and new patch installations across all devices. Unfortunately, this is not yet Microsoft's forte, and other real cloud companies like Google, VMware (NYSE: VMW), and Akamai Technologies (Nasdaq: AKAM) are capitalizing on this growing consumer and business demand for innovation and the continuing trend of increased online data and virtualization that come with these innovations.
Security is often a concern cited by businesses that are unsure of converting to more open cloud platforms. However, even some of the extremely security rigid financial institutions are even allowing employees to tinker with Apple products and applications.
Microsoft is still far ahead of Google and other competitors in the enterprise space. However, the gap is beginning to narrow as businesses demand more flexibility and ease of use in with regards to its software and applications. This means that the consumer and enterprise business are going to continue to become more intertwined as well. Unfortunately for Microsoft understanding the consumer and making products they want to use is still not one of its strengths.
http://www.fool.com/investing/general/2010/12/09/microsoft-is-still-not-on-top-of-cloud.aspx
AT this point in time, I don't think anything is going to change SKS's credibility. It already is what it is.
I believe you are correct. eom
Looking at the volume, and the strength of the stock, yesterday and today, I am convinced something is coming down very soon now.
SKS is presenting tomorrow. Could happen then.
A total lie. See, your negative post is still standing, as most of your post do.
There is really nothing to call a truce on. The fact is that all posts, negative or positive, are posted here.
I am sure we are wearing the same uniform. eom
You said: I guess I shouldn't be surprised, but it always amazes me that only positive appraisals of the job that the current management team is doing are welcomed on this board.
TOTALLY FALSE. I can name you a dozen posters that only post negative posts about management, but I won't, because that would be off topic.
Not personal at all. You said only positive posts are here. That is totally false.
That is totally false, and I am tired of posters like you saying that.
Negative posts are posted all the time. Every post follows the IHUB rules. It is only deleted if those rules are not followed.
Your statement is totally false.
I don't understand some of you guys. SKS has brought us to the brink of success and you still bad mouth him. Incredible.
When we get to 5 million under contract, I am sure you will come back and apologize. NOT.
CSL, I anticipate the same thing.
I think it would be difficult to show a case study without naming the party that is in the case study.
So you don't think a year's case study naming a Ford or a GM now is any significance?
A year's case study that is positive for others to do the same thing?
No, and I think that could have something to do with the rise this week.
Is it possible the name of the Automaker comes out in this case study in next week's presentation?
You are correct. We are at about 100% increase over the past 12 months.
Options expire on the 3rd Saturday of the month. Jan options expire on January 15th.
I already see 202k in the first 25 minutes. eom
Chance to see, many thanks for your written CC. I went to the site yesterday to try and find this, but it was not in print.
From your copy I think this is what I was referring to when I said that he hinted about a new customer before the end of the year.
In that context, Q4 is shaping up to be our strongest quarter ever. We have some really great opportunities we’re pursing and I think even a couple of them that will drive, ultimately, announcement of them. And so we’re very pleased with that. It’s really actually quite exciting times for us now.
I believe there is a reason for this move, and it's not short covering. JMO.
I don't ever recall getting an announcement after the close. Maybe today??
Vader is always calling for a buyout. Maybe it's coming at $20.00. LOL
A little note: there was a 64K trade at the close yesterday.
Volume picking up but I would still like to see a couple of million shares traded.