Wave Systems Corp. (fka WAVXQ)

[Weby]

RE: Glacial pace

There are several tracks here....deployment of TPMs is not going ahead at a glacial pace....The rapid pace seems to be on target for Q3, Q4 and next year as predicted here for a long time.

IF Wave gets 50 cents a platform for 50% of that market it WILL mean millions --- but nobody specifically asked about that except Wildman and the answer was essentially -- I'll let the numbers (first million dollar quarter) speak for themselves. Five million chips a quarter could produce considerable revenue based on the half buck a platform basis..Enough with a growing self supporting Wavexpress and signonline to cover costs.

It's also obvious that the ability to sell Wave Tools and application software needs a lot more time and work. The company is just beginning to properly address the Wave roll in educating end users and the full supply chain.

Not having that well planned is a serious management error IMO.
It is NOW time to start running a sales oriented company. I was a bit distressed by what I heard as far too much emphasis from SKS on Wqave's role as a leader in Trusted Computing and far too little as his role as CEO.

Perhaps it is time for him to hire a NO man to whisper in his ear that The goal is to sell product not build Trusted Computing. I'm sure he sees the two as equivilent, but one can build TC without building Wave and it is important NEVER to forget the difference.