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Wildman262

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Wildman262

Re: TREND1 post# 26933

Thursday, 01/22/2004 3:22:53 PM

Thursday, January 22, 2004 3:22:53 PM

Post# of 249539
dudash, I don't worry if it was a test or not. I'm suffiently comfortable that there will be millions of TPM's deploying this year coming form multiple channels including other motherboard OEM's. Sks himself expected the MB volumes to start in the 10's thousands and work their way to millions.

I would expect that the Intel volume in q4, was relatively light and Wave probably won't record this revenues until q1. Wave said as much. I also expect q1(04) will be more than q4(03)
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