SPIN...couple facts to consider today vs yesterday.
First, the digital world is ready for "security" NOW! I hope you don't need the reasons why. Pretty obvious. Before 9/11 and rapidly growing "identity theft", most of us were hoping for the best. Well, now all of us realize we need top notch security.
Second, 64 million shrs traded just today. That tells you something right there. BTW, Intel doesn't do a deal unless it has gone through ALOT of due diligence in every respect.
Third, I think the relationships with HWP, NSM and NEC are still very much alive. I think the relationship with IBM is still very much alive too. Do you have any hard proof to the contrary?
Fourth, I wouldn't be the least bit surprised to see other founding members of the TCG doing some BIG deals with WAVE in the near future. Makes perfect sense to me.
Frankly, there is alot of info out there to tell you what is going to likely happen. Think about it!
Tally Ho
