Wave Systems Corp. (fka WAVXQ)

[Snackman]

An example of a negative post in my view. Here is a post I disagree with 100%. It is not going to be deleted because I do not agree with it. It stands because it does not break any of IHUB's rules.

The post does not attack anyone, it is on topic and it stands.

It is my opinion that the post is totally wrong, but that is just my opinion.

I do not feel there is any defeatist attitude from any long holder whatsoever. I feel this poster has other interests at heart. Again, just my opinion.
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Posted by: michael usa
In reply to: None
Date:10/3/2003 11:24:16 PM
Post #of 12689

I sense a very DEFEATIST attitude here lately and that is why there is talk(hope) of a buyout.

A buyout would mean WAve is not able to play in the Trusted Computing arena by itself and it basically would be a bail-out.

This would be very bad for most here (I suspect most are holders from 2003) because Wave would get peanuts in a buyout.

It is under the gun to produce revenues before cash runs out in 1st Q /2004.

The danger here is that Deployment could be so slow that it would eat up the cash reserves in 4-5 months and then the finace people would not lend money because they might see this whole trusted computing tech as something far into the future ( a not in our lifetime scenario).

Also Microsoft could start to put the screws into the hardware makers and force them to wait for the Microsoft product in 2005-2006 and this would put Wave out in the rain entirely.

Make no mistake about it . If Microsoft smells that there are going to be huge revenues in trusted computing software it will not let anyone get close to their territory.

It will get rid of Wave in second. Wave is now like a mouse playing and strutting around because the cat's away and that is why we hear things that Trusted computing can't exist without a leading role ( almost monopolistic)by Wave.

This is all laughable. Wave has just 24 months to strut around and make some money before the boom is lowered.

The share price recently shows that investors are losing heart and doubt a quick deployement of this tech.

probably the only way to handle this situation is to trade agresively and sell into the small spikes.