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Re: Doma post# 16585

Tuesday, 11/04/2003 6:41:14 PM

Tuesday, November 04, 2003 6:41:14 PM

Post# of 248947
DUDE! last post...

instead of asking ME (counter-productive IMO) questions in order to probe my technical expertise (which is vastly inferior to yours & i readily concede the same), might the world of wave be better suited to try to answer this issue?

hundreds of thousands of posts & there has been so little analysis of what the competition might be up to... over the years Wave had to circulate among the "Gorillas" to try to convince them to shift the paradigm (no small feat IMO, which they DID accomplish).

Wave has worked w/damn near EVERYONE in technology over the years & have likely disclosed lots & lots of their IP.

Over those years, Wave had ZERO leverage (except maybe as a pawn in the MSFT v. INTC struggle, again IMO) & the terms of the deals they struck in all likelihood favored the other party.

SO (to borrow a word from SKS), isn't it even remotely possible that MSFT has an alternative plan that will comply w/TCG standards AND exclude Wave?!?!

is it possible?

so much of the DD here is focused on what Wave is doing (& if i were a competitor, I'd assuredly have someone monitoring this board) & so little is performed on what pitfalls might lie on the road to the "Emerald City"

if i wanted to stir up the locals, there are many other topics i could touch upon, but that is NOT my "AIM"

i have no intentions other than to get a handle on what this means for Wave's prospects & instead of selling (which was what my gut was saying when i read the PR), i posted it for consumption & analysis & held the stock.

hopefully there will be some visibility provided tomorrow @ RSA, but even if there isn't, that doesn't mean i'm concluding doom like the mailroom guys in the commercial (you're in the UK so you may not have seen it).

Doma, if I am willing to post about this stuff & if the wavx board gets tens of thousands of hits daily, there are probably a few other lurker-shareholders out there wondering what all of this means too.

they might be reticent to post as much though b/c the standard response is to shoot the messenger (& if you don't believe me, do a search of all yahoo message boards for wavx & see what other investors say about wavoids).

anyway, i'm just looking for answers, NOT a fight!

edit: putterboy - excellent quote!



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