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Re: Bluefang post# 22945

Monday, 12/15/2003 2:16:37 PM

Monday, December 15, 2003 2:16:37 PM

Post# of 249175
Blue, I don’t think most here have proclaimed that any month is ours. However, it goes without saying that most longs here think that Wave will succeed, otherwise they would not be here.

Positive hype as you refer to it, is people getting excited by the fact that they see real potential in their investment. I am more comfortable in my investment in Wave than I have ever been as I see some of the preconditions necessary for our success have been removed.

There is no magical document that proves Wave will succeed Blue and the probability of Wave’s success will never be 100% until the company is actually successful. However, an astute investor looks at the change in probability of outcomes as time elapses and in the opinion of most here, the probability of success greatly improved with eventual deployment of hardware security.

As you know, an automobile tire manufacturer would have a difficult time selling car tires before cars were in use. However, if I were an investor in such a company, I would feel much better about my investment if I knew for a fact that cars were going to be omnipresent in a short period of time.

We have been getting hints from the marketplace about the push for trusted computing and about the importance it has at the likes of MS and Intel. I personally believe Wave has been positively positioned to take advantage of the change in the pc architecture to accommodate a more secure pc. I don’t have one document that gives me this feeling, I have a potpourri of sources that collectively shape my view.

John

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