Wave Systems Corp. (fka WAVXQ)

[dig space]

tkc, the thing for me is that he seemed to really downplay Samsung at the Q2 CC:

Q about Samsung :

I think the second part of your question was Samsung TPM, you probably noticed, as many did, that we signed an agreement with them earlier this year to ship our software. And when will they be a significant contributor? And frankly, I just can't say. My answer is not soon enough. Okay?

I don't have specific timing that I can give you on that. We're actively working to increase our relationship with Samsung and seeing what we can do to drive those revenues higher and be a good partner for them. And that's pretty much my answer for you.

This doesn't strike me as anything resembling even the modest $0.5m pushback against eroding Dell you suggested as a possibility (that amount would clear the 10% customer reporting threshold which obviously is a significant contributor, at least to the SEC).

That leaves Sandisk. I'm still thinking revs are tied to coupon use, not just coupon shipment, and expect it to be paltry as well. Solms is stoked about micron, that seems to be the flash play, but that to is not today.

I really really is all on VSC and SEd managment for the plan to work as scheduled.