D&O....not to say it´s impossible, but unlikely. I don´t know the company you metioned, I´m sure there are many examples where shareholders got screwed, but consider the following. Our largest customer Dell relies on Wave software, since Dell designed there security features in their mainstream products all around TPM and Waves software. Don´t you think, Dell looks carefully, when they make such a decision? When do you think Dell negotiates with suppliers for a new product line? One or two years before the rollout, right?
Sure Dell is ONLY the number TWO in the world, but watch out the next years. HP totally missed the TPM train with their confusing TPM/ProtectTools product line politic. (I´ve written many posts on this)HP totally missed the train on HARDWARE based encryption, too. So Dell will succeed in the near future, since they´ll be the number ONE enterprise supplier with the best security out of the box!
IMO Dell KNOWS that the 25M bucks needed to let WAve stay in business will come from THEM alone and Dells is in good company, if you look at Seagate, Intel, Broadcom, ST Micro, Winbond, Atmel, GAteway and some other smaller partners.
NOBODY earns money with this tech right now, but some companies see the paradigm shift and INVEST in it. We shareholders saw and see it too.
Sure we´re all early, the bashers will not lose, they´ll win WITH us or MORE, since they all stay on the sideline and jump on the train when the time has come. And I wouldn´t care if I had invested with an average of 3, WHEN the SP is at 50.
Good sunday all, nite
BR
ISPRO
