Wave Systems Corp. (fka WAVXQ)

[Wildman262]

Zeev, I'm not sure what the parallels are between Wave and Rambus other than the Intel connection. They have entirely diffent products. Secondly, Wave's deals with the Intels, IBM's, NSM's and others are for Wave's basic services.

Wave's premium services will come into play when PC's with TPM's are sold to enterprises. This is where the real revenues will come from. The hardware companies are very important to Wave, and it's becoming clear that they are all lining up, however, I believe the bulk of Wave's revenues will come from enterprises/governments that subscribe to Wave's services.