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Re: Escrow56 post# 141158

Wednesday, 04/11/2007 11:27:23 AM

Wednesday, April 11, 2007 11:27:23 AM

Post# of 249541
Escrow-Exactly!

Seagate should solve this for us. It should create a huge pool of prospects for the ERAS system that Wave and Dell can sell to, with a powerful reason for customers to buy-key management. Once people in the IT community hear some positive buzz on TPMs, Wave, ETS and ERAS, companies will not be so hesitant about deploying them. Until then, the obstacle of "not me first" will continue to be tough to circumvent. No one wants to deploy "immature" technology.

It will take a couple of quarters for the tipping point of sales to result in the tipping point of reported revs. Share price tipping point will follow. Until then, there will be many ups and downs in SP.
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