tampa, allow me to bring your thoughts towards reality...
you say:
"all Dell PCs of the types mentioned will have Wave bundled in it"
I say: that is very bullish, it underpins my revenue guesses …
But the revenue guesses of those calling for 20, 30, 40 million can find no such considered comfort.
The facts are the facts, this is a *LESS* than a handful of Dell’s machines. The facts are it is likely that more that 98% of the Dell machines shipping next Q will have *NOTHING* to do with Wave.
That Dell is launching a new line of products to include TPMs and bundled Wave software is great for Dell, great for Wave, and great for Trusted Computing. But nothing stated is even close to 20,30,40 mill in revs for Wave.
Wave will pull from $7-9M in revs this year.
Try, for just a millisecond, to be reasonable about this.
$9M for Wave this year would even turn HhH into a bull, but folks' guffaws towards 8 digit (tens of millions) is just plain stupid.
Once again, Stupid.
Regards,
Dig Space.
The above content is my opinion.
