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Someone used to have a matrix..but tpm has gotten so prevalent I am sure it is not current...
maybe ot
WidePoint Corporation Sponsors Identity Protection and Management Symposium, February 3, 2011
ok what did you gleen from the last ten minutes? its beyond me?
Ok..thanks for follow on TV post. Can u elaborate on who the big players are...
and whom convinced you to (back off)your findings that would create tooooo much chatter..this is interesting..!
Whether Dell, or another of their partners..I think Wave has enough relationships with integrators to accomplish
installs training etc for any and all...ofcourse depending on volume and frequency of schedule for installs..they are more than capable of acquiring the help needed..
Seems as though the contract was exercised last year..in 4th qtr..Wave even got paid some last year and yet he held or had to wait to announce it? Maybe there are more of these we don't see yet and then again maybe not!
RC...managing drives ( saw an article this morning that there may be a shortage of drives period in the market)@50million a qtr would provide approx..40million in net earnings divided by 72 million shares outstanding is 56cents per share times 40 pe and we are at approx $23.00 a share...from your fingers to God's ears.and wall streets wallets...
Never high enough!
Tampa...there are virtual terminals..that are housed on the processors servers...their responsibility...
Here's to more leaks and run ups prior to news!!!!!!!!!!!!!!
What is slightly annoying is that HP still is being less than all in..I believe (can't remember who posted it) that HP due to customers pushing was brought to the table kicking and screaming..whether military/govt customer or others they had no choice..That is still positive for Wave and this isn't the last we will see from this..question is How much dinero will this bring our way and how soon? Wall Street should be waking up soon!
Have not seen an industry projection for FDE/SED per centage of all drives shipped...AND/OR what Dell projects or is selling currently the new drives vs old?
tia for any help
Quite a large spread showing between bid and ask????
8K is great, shouldn't there be a follow up public announcement...all of the govt contractors I follow all provide these...
Color me crazy..but 8K and only 2 cents ...the street still does not have any idea...or they really don't believe Wave has anything going???
This thing is more than cornfusing..company improving,even some news lately..and more chatter than ever with ligitimate
activity...and we go down almost 8% in two days..really!!!
Early yet..but STX after nice day friday seems pre market moving over 2%...someone likes them
Nice...wonder how many seats Wave could deliver to Dell/Perot Systems and their customers alone..govt/military/health care
banks(financial institutions) etc?????
Is the market open tomorrow..Columbus Day
It seemed there were several large buys and one very large one
Wondering if insiders would have that kind of change...?
Thought this might be more of institutional steps..into Wavx
That should add to volume for WAVX today...wonder who Seagates largest customers are? and if the street ties Wavx in with this announcement!
With this the last month of Wave's first BE qtr..one would have thought the sp would have moved accordingly..and with the volume or lack there of.in the shares traded..this once again seems to be just more good stories not real meat on the bones orders for upgrades and/or new oem contracts...
STX up over ten per cent..with good volume (especially for last week of August)!
DD you state this as if it is fact...do you know something we don't or just agreeing with the speculation as we all are hoping is the case!
usually after!
Thanks..and I can't answer why you came back here...our conversation was not about bundling..its about upgrades
and yes it is tied to the pc market..in that how many pcs with the bundling are already in the market..but how many upgrades can and will Wave sell...thats what is just starting and the domino effect should follow..my question is how many and how soon...I am not worried about the World ..that is larger than I can put may arms around..
I understand pc sales and or growth...the point is Wave's sales of upgrades are growing (although) slowly...but they can and will grow ..maybe even 4 to 500 per cent..each new customer and their subsequent pc replacement program grows Wave's sales..it is just now beginning...
Go you have some valid points..obviously the market was not impressed...However the part of the conversation of upgrade seats coming from re-orders as companies acquire new PCs,,,and new customers signing on for upgrades and then rolling this in with their program orders for PCs...isn't this how it works and won't this generate the growth we are looking for.( and it seems the SSD/SED adoption is helping this upgrade sale)
Why didn't anyone ask How many upgrades were sold/delivered in the qtr..and how many do they project for Q3
Dell can do that per month...thats what we need to hear from the cc...not to mention that the govt has finally placed their orders!!!!!!Fiscal 08 is over end of Sept ...new fiscal orders/budgets are already being worked on..
JNPR reaches certifications
http://www.pr-inside.com/juniper-networks-routers-switches-and-r1425092.htm
Could it be Bank of America gets an eye on this system?
FWIW...Roth analyst upgrades enterprise software company after IBM buys SPSS..
http://blogs.barrons.com/techtraderdaily/2009/07/28/roth-upgrades-informatica-to-buy-post-ibmspss-deal/
and NCIT and WYY sp nice move but no volume..wave partners
Man I hope this is the end of the PP's...always hurts for while.
How about a positive pr to follow..in the sense of new business..
Quite a buy at the close...how many shares was that?
feels like we've run several marathons!
Thanks for the as usual "helpful" post..
OT Dell forensics cloud computing
http://www.reuters.com/article/marketsnews/idINL743859520090707?rpc=33
If he is the man..I hope SKS has some sort of relationship with him!
Man the volume has dried up....
Noticed Dell sp was up and most large tech down some..wonder if this is why? nice