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Re: None

Sunday, 10/07/2007 4:32:23 AM

Sunday, October 07, 2007 4:32:23 AM

Post# of 249201
wavxmaster, you are absolutely entitled to your opinion regardind Wave revenues for Q3-Q4. What you cannot do is to impose your opinion on this board because everybody is entitled to his opinion exactly as you are. You might not like my forecast which is conservative but it is based on following:
- for the last 6 years the performance and the forecasts coming from Wave have been catastrophical;
- there is a powerful move from the computer security industry to stop TPM based enterprise security standard. There are no signs yet that enterprises are massively and eagerly jumping on adopting this standard. Snackman presented recently an article where it is very clearly stated in the last few lines: whether TPM based enterprise security will become standard remains to be seen.
- the shipment volume for the Q3 is completely unknown because there is no track record. It is a FIRST involving FDE therefore any guess is as good as the other.
- in the forecast business unless we are in a production enterprise where the production units/human resources depend on the forecast which is not the case, it is most advisable to be on the conservative side. This leaves room for pleasant surprises (certainly no guarantee) rather than the other way around.
In few months we will know who was closer to reality.

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