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Re: None

Wednesday, 10/03/2007 12:27:40 PM

Wednesday, October 03, 2007 12:27:40 PM

Post# of 5140
Someone tell me, was the Dell ETS Lite volume real?

Did they agree a price with Wave?

Did Dell pay Wave what they were owed?

Isn't Dell producing volume in millions of units per quarter?

So...

Is Dell deploying Wave's software for FDE units?

Are they going to introduce Dell-type volumes into the market?

Have they agreed a price with Wave?

Will they pay Wave what they owe them?

Is the income statement going to reflect the activity?

What is difficult to understand here?

A ramp to millions of units expected, starting at around $7 per unit, upgrades to $50-100 per unit possible/likely. New OEMs likely.

I don't think I've ever seen a simpler equation. But boy, what a lot of psychological wreckage there is around about.



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