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Re: awk post# 130013

Sunday, 10/01/2006 10:43:21 AM

Sunday, October 01, 2006 10:43:21 AM

Post# of 249911
Awk...........

I know it looks like I am beating a dead horse here, that's not what I am trying to do. I just trying to get some answers for myself. I believe you are correct as to the reasoning why they are keeping WXP on as a going entity. The fact is that all facets of this operation have taken longer to come to fruition than anyone within the company and shareholders expected. The consumer of content will not care how they are to receive and view that data they are doing it today without WXP. The providers are looking for a secure way to deliver it and the TPM may facilitate that enough to their liking in the foreseeable future. The problem I have is that channels are already in place delivering this content to people whom want this. I don't think WXP has a gain in a measurable percentage of this or we would have heard about it and it would be reflected in the quarterly reports, which it has not. With these channels in place it would seem to me not a very large stretch for them to implement the product taking adavantage of the TPM in some-ie encrypting the media for each specific machine-after all the TPM makes each user trusted and known right? If WXP is say 6-8 quarters away from bringing in any revs, is the 20% portion of Wave's selling and general expense that WXP takes justified? Then is this justified if Wave is able to capture a portion of this business through the channels already in place that might gravitate towards Wave other offerings without using WXP in some fashion.
Here is a great question, why given the cash flow sitauion can't WXP share office space with Wave? At this point do they really need anything more than an office and a phone?

Dave
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