You all might want to read this post again, very slowly, and then read it again. Bolds are mine
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Posted by: New Wave
In reply to: LuckytofindWAVX who wrote msg# 32497
Date:3/4/2004 2:49:17 PM
Post #of 32683
Lucky, the stock will move up on further deployment news before a significant increase in revenues, IMO. Intel only had four weeks at year end '03 to ship the D865GRH MB, and very little could have occured to generate revenues from IBM and HP as the critical KTM was not ready until just recently.
I believe the reason we're seeing upward pressure now is due to word getting out at the various conferences and shows that there's a growing demand for Wave technology/services. This week is the first time relevant IBM partners and resellers have really started to learn about and understand the need for trusted computing and they probably see Wave as the key enabler as this market emerges.
Furthermore, I believe word may be getting out that Wave could see a good ramp-up of revenues from deployment of its basic software package on more PC OEMs during the second half of this year. Naturally, the more Wave software that's installed in mass, the more likely the more lucrative premium services will sell. It's important that Wave investors be aware that the typical timeline followed by PC OEMs to roll out new technologies is the June/July period. As we lead up to this period, we should see announcements from other PC OEMs (ie, from Asia) if they are indeed going to deploy TPM enabled PCs and if they will include Wave software. This would also be the time we would learn from Intel if they plan to include Wave on more MB offerings. From what I hear, Wave's relationship w/ Intel continues to improve, largely based on Wave's ability to deliver real value to Intel, satisfying their requirements and on time.
AI
