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Re: Chowder post# 128723

Wednesday, 09/06/2006 8:03:41 PM

Wednesday, September 06, 2006 8:03:41 PM

Post# of 249374
Chowder

You may finally have begun to understand what's been going on!

Nine million Dell in second quarter = 4.5 breakeven
18 million machines in last quarter of '07 = $9,000,000 in revenue.

Some of us have been suggesting this for a long time. This year 50 million TPMs -- next year 50 million machines. ViiV, Vpro, Virtualization. And of course, then there's Seagate.== giving us the opportunity to get an even larger number of machines out there with TPMs. I have no proof, but I'd guess given the Intel announcement that we are going to start to see some Consumer models coming in February and March with TPMs. I've argued with Barge for two years that he was early with consumer stuff. I will argue that point no longer.

I'm not sure if today represented blood in the streets, but if this stock was EVER a good risk/reward opportunity -- It's a better one today IMO opinion, but then I used my wheelbarrow here months ago. Wish I'd asked SKS if it was still binary at the SHM! What do you think?



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