Wave Systems Corp. (fka WAVXQ)

[SPIN]

GKS i understand Wave as well as most.

IMO it is an enormous waste of time to spend hours bleary eyed trying to uncover the very last shred of minutia to glean a tiny bit more on what wavx might do a year or three from now.

i don't think the Intel MB is the beginning or end of the analysis, but i also don't wanna "know" what doma or barge or awk or 2B "knows" b/c IMO they have clouded investment judgment as it relates to wavx. they simply love it too much to ever sell.

i unnerstand vertical integration & the "network effect" well enough to "get it" but the business model has morphed dramatically from where it was when i originally became interested (& again & again from what i can tell). they have a macro trend on their side, but a serious lack of gas in the tank to plant all the flags SkS regularly puffs about.

simply answered a direct question about # of Intel MBs in 2004... my answer was as low as one (assuming awk ever actually takes delivery (it's been well over a month now & still no mobo?!?)) & as many as a half mil.

SO, how many do you expect in 2004?

some are ecstatic about Wave announcing PR w/all these no-name "companies" of late... IMO it is a harbinger & not necessarily a good one!

still might play it for a january effect bounce but not until it gets much cheaper... which it will IMO