Wave Systems Corp. (fka WAVXQ)

[internet]

Chance To See

I understand what you are saying. I guess the difference between your concern and what I and others have posted stems from the belief that creating products that compete directly with Wave is not going to be as easy as some here would have us believe. Wave has spent years working on its solutions...not only to ensure that they work...but that they are also interoperable. People have for years been saying that MSFT would incorporate Waves functionalities into their own products and therefore usurp Wave. MSFT has known for years what the TCG was attempting to create....yet the playing field still looks rather bare.

SOME PEOPLE SEEM TO DISCOUNT THE RELATIONSHIP THAT WAVE HAS FORGED WITH BOTH DELL AND SEAGATE.

I assume that you have either recently bought a new pc or know someone who has in the past 12-18 months. They ususally come loaded with software from various vendors who offer the conumer a limited free trial period. The difference between Wave and these other software vendors (Symantec/Macafee....etc) is that the other software vendors PAY oems such as DELL to include their software products in their pcs. When it comes to Wave....DELL ACTUALLY PAYS WAVE TO INCLUDE THEIR SOFTWARE.

Seagate works with Secude in addition to Wave. HOWEVER, ONLY WAVE RECEIVES A BUNDLING FEE...why is that???

I agree that the window between complete sector DOMINANCE and simply being successful is 12-18 months. If the Segate FDEs take off over the next 6 months....Wave will have set itself on the course of DOMINANCE. I think that the marketing campaign we are now watching shows the determination of BOTH Dell and Seagate to make this FDE product a big success. I think that we will see this reflected in Q1 numbers and really show up in Q2. I seriously doubt we will see SIGNIFICANT sales of FDEs during Q4/07...imho

Sincerely,

Jas