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Re: Vader post# 148899

Monday, 08/06/2007 4:13:07 PM

Monday, August 06, 2007 4:13:07 PM

Post# of 249360
No
Yes, Depends
Yes, No
Yes, No

1. We've had no announcements ~ which means no upgrade contracts, and no major new OEMs

2. We'll get no news (I predict), and it depends on one's expectations I suppose. For those willing to look at a slow and endless TPM deployment as a "glass is half-full" event, then the numbers will likely prove that TPMs are being shipped at a steady increase ~ even though no one can prove that Wave is going to make any money beyond TPM deployment yet. Also, I don't believe we've had any significant SEagate deployment yet, so again, it depends on where you sit in the slog

3. No news is no news, and again, it depends on one's perspective on what acceptable numbers are. My opinion, the numbers are only acceptable if 2-things occur: The first is increased TPM deployment revenue, and the second is the reporting of some appreciable upgrade license revenues. If we see almost none, then not acceptable

4. No and No - simple as that
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