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Alias Born 07/22/2003

Re: SPIN post# 31582

Tuesday, 02/24/2004 9:12:58 PM

Tuesday, February 24, 2004 9:12:58 PM

Post# of 249125
Spin...re Wave....All I can say is keep up the GREAT work!! The more you SPIN...the larger my WAVX holdings are becoming. How some people can sell by believing half the BS posted by some individuals is truly amazing.
We ALL are aware of our finacial situation...our track record of OVER promising and NOT delivering...we ALL know about the issues revolving around managements compensation packages.....but here are a few points that we also KNOW...
1) BEFORE...let me say this again...BEFORE our business model has a chance to succeed...there has to be TPM DEPLOYMENT ...We are NOW witnessing the INTIAL TPM rollout.
2) NSM...Our agreements with NSM are worth MORE (per unit) than our deal with INTEL.
3) NSM Safekeeper is only NOW becoming available. Doma's find from the weekend regarding TOSHIBA is the FIRST salvo...We have been repeatedly informed by SKS that NSM has a number of design wins.

YES...the company carries along a great deal of baggage....but it ALSO is doing something it has NEVER done before....becoming INTEGRATED into the TPM environment. THIS IS A SIGNIFICANT CHANGE FROM THE PAST...and is enough for me to continue to add to my position.

Jas

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