Snack,
I wasn't knocking the numbers. I have analysed Steven's statements for years and have been guilty of hearing or reading what I wanted to hear or read. I am only advising caution in reading into any statement conclusions that may not be there.
A case in point.
It was regularly stated last year there were 20 million TPMs deployed by the end of 2005 and it was expected more than 50 million would be deployed in 2006. Slowly became apparent to me over the course of last year, based on the revenue growth Wave reported, the deployment had to be less than 50 million.
Recently, it has regularly been stated there are 50 million TPMs deployed. So I take that as confirmation that the number of deployed TPMs in 2006 was 30 to 40 million.
Also, Steven regularly refers to units of Wave software deployed. That number I believe refers to all types of Wave software. I erroneously thought he was specifically refering to the bundled Embassy Lite software when in fact he must have been including the chip software. I developed revenue estimate forecasts that were far more optimistic than was reported.
So that is my point. Just be careful in reading any statement that is made and don't read into statements facts that may not be there.
Having said all the above, I expect massive acceptance and deployment of TPMs and trusted computing over the next few years and I expect the $15 million recently raised will get us where we need to be.
Also, I want to add while I am often frustrated with Steven's forecasting efforts and his unique ability to make statements that seem clear, but upon further review say nothing, I have nothing but admiration for him in keeping the company alive and postioning it in the center of the coming Trusted Computing "perfect storm".
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