Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
If something were happening, there would be more inside buying.
Wavxmaster,
It looks like Wave will bring in around 1.7 or 1.8mil for QT 3. Q4 might be 2.5. Q1 of 08 could double, but it will fall short of BE. That means Q2 of 08 is BE.
ZZT
Yeah, me too!
Unclever posts what it truly is. I can't find one thing wrong with that.
ZZT
Scorpio,
My following posts will answer your question. I just can't believe that you and snackman would ask that question. Do you guys want me to not follow this company at all anymore, after investing thousands of dollars into it for almost 2 years? Just pick up and go, and be completely blind to all the up to date happenings? Come on, you gotta be serious! I still believe Wave can make money, I'm just not so sure when or how much. The only way to know is by keeping an eye on them, and following this board as well. Is this not a wise thing to do if one is considering reinvesting?
ZZT
Snackman,
You can't be serious asking me those questions. In the 20 months that I have been invested in Wave, my posting is tiny compared to all the others. "Why would I still be interested in Wave." Come on! I was invested for 2 years. I want to make some money back, plus some. I will be following Wave like a hawk! When I see and hear things that look like Wave is making a move money wise, I will come back in. That's pretty simple logic if you ask me.
ZZT
HANGINGIN,
Why would you find it confusing to follow a company that you were invested in for almost 2 years, and lost some money (although not that much) as well. I follow it for a VERY SIMPLE reason. I am looking for the right time to re-invest, and make my money back and MORE! By the way, to answer your second curiosity,it is not too hard to follow a hand full of positions at the same time. I tell you the truth, I have NO agenda.
ZZT
Weby,
Not heckling. Just giving my opinion. I am free to do that aren't I?
ZZT
I have absolutely NO agenda whatsoever! I am simply giving my opinions based on being invested with Wave for just under 2 years. Yes, I am no longer invested in Wave. To say that I sold out seems like an attack, because your mad that I did so. The reason that I sold my position is personal, and telling me that I sold out is immature and uncalled for. My posts are just opinions based on what I see and hear from each QT CC. I don't believe that my opinions are that far off from the TRUTH. I will ask you this...From an investment perspective, do you find anything horribly wrong with my selling my position with Wave? We do invest to make money do we not? I feel at this point in time that I can make alot more money being invested in large, money-making companies. I still hope that one day Wave will produce, but until they do, I will watch from a distance. I will reinvest when I SEE and HEAR differently from their results. I do not believe there is anything wrong with that decision, nor do I feel there is an agenda attached.
ZZT
Remember, this company has a hard time bringing in cash. Until the street sees it in the QT release the SP will not move.
IMO, of course.
ZZT
Taking my opinion a little further........
QT 4 will see a doubling in revenue, but will only bring Wave to about 4.5mil, still another QT short of BE. I could be high on that 4.5 number, and that would mean Wave will be looking at another PP.
ZZT
goin fishn,
SKS stated in 2nd QT CC that they are shipping around 1000 FDE's a week right now. That will increase, but your statement of 150,000 this QT is way too high. 50,000 is more reasonable, and brings nickamen's guess more into perspective. I would say, and this is my opinion, that QT 3 rev's will be in the neighborhood of 2mil, give or take a couple hundred thousand.
ZZT
I wouldn't expect BE rev's until sometime in 08. IMO.
ZZT
Dave,
I agree with your post completely. I too, have closed out my entire position with Wave. Small loss, but a loss none the less. I have been in almost 2 years. I have made more money this past week doing some independent trading than I've made in 2 years in Wave. I will also come back in WHEN, and only WHEN this company shows me a QT report with BE revenue. I know that there are those here that will shout that it will be too late by then, that the SP will be sky-rocketing too high to jump back in. Come on, I watch this thing every day, I know when they will be getting close to BE. This company MAY be looking at another PP, I believe I have plenty of time to know and plan when this thing might take off, (If ever). Anyhow, my best to all who have endured so long.
ZZT
Robert,
That statement was made by SKS a QT ago. Again, misleading.
He stated that our partners claim they will sell millions of FDE drives in 07, but he thinks more like 1 million.
I guess it is down from 1 million to around 100,000. More SKS leading investors down sugar cane lane. Like I said, rev's will be no more than 2.3 next QT, probably not even that. Q4 will come in between 3-4. Q1 of 08 might be able to pull it off(BE.), but another PP is probably needed.
ZZT
Ispro,
SKS stated that they have sold 1,000 per week. There are nine weeks for the 3rd Qt, for selling FDE drives. Let's ramp up a little and say Dell sells 20,000 by end of QT. 3.
20,000 x $7.00 = $140,000
Lets say that 15,000 are upgraded for full version.
15,000 x $50.00 = $750,000
Increase in licensing say $200,000
So, $1.4mil plus the above #'s comes to about $2.5mil for QT 3. Not the #'s everybody is hoping for. QT 4 , even if it doubles, which I think it will, comes to $4.8mil. Still not at BE yet. I said before, I believe BE will come at the QT 1 CC next year. I just hope we don't need another PP to take us there.
ZZT
tkc,
We haven't even gotten to 2mil a QT yet. 10mil seems 2 or 3 QT's away, IMO.
ZZT
Micro,
You said that the financial evidence can't be too far away. I'm saying most likely Q1 of 08 for BE. I'm not sure you will see big numbers in Q2,Q3 of this year. Maybe decent earnings in Q4.
ZZT
Ispro,
Two things. First, How do you know that we are for sure getting $7.50 per drive from Dell bundling?
Second, where do you get 3.5mil plus 50k upgrade seats, and for which QT are you making this presumption?
ispro,
Even if the launch in Europe is around Aug. 1st, it will most likely be the same as out here. Dell will not give a PR.
We do not even know how many FDE drives Dell will sell by years end. I do remember SKS saying that Seagate and Dell think they can sell millions in 07.(I believe it was last CC.) Then SKS said that he thought more like 1 mil. maybe slightly more. With this late launch, I'm not quite sure if they can sell that many. If they do, then yes, we will achieve BE in the 4th QT. If they don't, it will be close, but they probably would end up short.
Personally, I'm looking at Q1of08 for BE.
ZZT
Chowder,
In your calculations, why is it a done deal?
Vader,
Totally agree. The nit-picking is all about frustration(me included). I keep hearing about the FDE marketing splash that Seagate is going to do, but I see absolutely nothing. I hear that Dell is going to let the world know that their new models have FDE, but I see nothing. All I do see is an anemic volume SP! Sorry for the venting. Just disappointed about ALL the posts I read that sound good to the ear, but produce no fruit.
ZZT
Weby,
We haven't had news in over 2 months! That doesn't sound like a company on the cusp of anything! We NEED this news of the availability of the drives from Dell. What in the world is the hold-up! Either they are shipping the drives or their not. Seagate was shipping to ASI in March. They can ship to Dell easy. So why isn't anybody saying anything? WOW! This thing is a long time away still, or people would be letting the NEWS out!
ZZT
I believe Awk said that the Dell launch in Europe is Aug. 1.
Wouldn't the launch here be sometime before that? Maybe the end of the week, or early next week? Snack says SP won't rise until rev's. I somewhat disagree. Although I believe we need real rev's to significantly lift the price, I also believe the announcement stating that the FDE drives are now available in Dell's new models will lift the SP a nice amount.
I wasn't talking about Seagate and Dell. I was referring to Wave.
ZZT
It better go in the next week or two if they want to see any significant rev's in Q3.
ZZT
JJ,
Yes I do! I mean, If you were Dell and Seagate, wouldn't you want to promote the FDE drive? SKS stated awhile back in a CC that there are people who want the FDE drive yesterday! Well, if he is not MISLEADING us again, I would say they are getting ready to PR and sell a whole bunch of these babies!
ZZT
cosign,
My guess(I have fun making guesses)is that a PR last week would have conflicted with the i-phone thing. A PR this week conflicts with the holiday and travel. I would think that if Dell and Seagate want this out and selling for QT 3 results, then I would guess they will PR it in the next week or so. That would also line up with SKS's comment on "very,very,very soon."
Didn't somebody also say that Seagate is going to spend more money advertising these FDE drives than any other drive they sell? Well, if that's the case, I'm thinkin something is going to happen real soon in regards to that. (look at their SP in the last 10 days).
ZZT
Seagate and Dell have been slowly moving up in SP over the last week. IMO, these two companies are about to unleash a MEGA-PR, and, more than likely, real soon. After all, the 3rd QT is already 6 days old. I'm guessing it will be unleashed within two weeks.
ZZT
Ispro,
I thought that Wave will recieve around a dollar per FDE drive apart from our OEM's. ICBW.
ZZT
Rick5,
High risk? Ripping on other posters?
With all the posts I've read over the last year, it would seem that this is NOT a high risk investment at all. Rather, one would come away after reading that it's in the bag. It's not a matter of "IF", but "WHEN". Sound familiar? That doesn't sound like high risk to me.
With regards to ripping other posters, I'm not. Just trying to voice a fair and reasonable opinion, that's all.
ZZT
scorpio,
Rest assure, the pot is not even close to boiling. I wish my comments would make it do so, but by the look of the SP, I would venture to say that the kettle is luke warm....at best.
ZZT
DRM,
So your saying we stay at $2.00 until mid-November, and mid March? Because if there is NO NEWS, there is nothing going to move this SP before some decent rev's come in. Another thing...Do you know how many times I have heard "Wait until QT3 or QT4?", and I have been invested only a little shy of 2 years. I can't imagine how many times that was said over the last 10 years!
So, with that said, I would then guess by what your stating, is that if Wave doesn't start bringing in serious rev's by Q3 and Q4, then this company is finished...right? Because, don't tell me that you would say...."Let's wait another QT or 2, I think they'll start bringing in rev's by then." I've heard that most here will be out if Wave doesn't start bringing home the bacon by years end. Time is ticking. Let's see if our world wants their product.
ZZT
ASISEEIT,
THERE AS BEEN NO ANNOUNCEMENT'S for over a month.
My question is....If Wave is on the cutting edge of everything trusted, why wouldn't they be saying something about the huge FDE thing that has been all over the place lately? C'mon, don't tell me they have to keep everything secret because other people will find out! Seems to me, everybody is hearing about FDE all over. Maybe Wave has nothing to say because they aren't selling anything.
ZZT
Awk,
OK. But why can't Dell announce the availability of the FDE drives?
ZZT
Doma,
How do these Dell product's get us a contract with the DOD?
ZZT
TinyPine,
Let's see if we can make it to $4.00 first, and take it from there.
ZZT
My mistake. I meant 3rd QT from previous post.
ZZT
knute97,
Wouldn't you think that Dell would announce the availability of the laptops with FDE drives? Maybe for the start of the 2nd QT,who knows? Also, How much will Wave receive being bundled with Dell and the FDE drive? TIA.
ZZT
go-kite,
Wouldn't you then announce the availability?
ZZT