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Alias Born 04/02/2004

Re: None

Sunday, 05/09/2004 11:27:01 PM

Sunday, May 09, 2004 11:27:01 PM

Post# of 249976
Last thought for the night is regarding revenues.

Obviously, Wave has been demoing at numerous conferences and the ongoing road show with MSFT. They are illustrating that their products have the support of many of the key computer companies around, as well as the authority on Trusted Computing, the TCG. I know we are all demoed-out as some folks have stated, but keep in mind that this WILL lead to sales. I believe that the TC market (a real market with buyers) has really just arose as of the beginning of the year. Into the second quarter, TC has gotten a big shot in the arm and a lot of visibility with the MSFT NGSCB announcement. Trade publications now have their teeth into investigating this whole sector of the computer world and undoubtedly they will be bumping into Wave ever more frequently in the coming weeks. But back to the conferences and road show. The exposure Wave is getting there, real face-to-face - here's my card... let me get yours, will result in sales presentations and shortly thereafter sales. Q1 should include some numbers from sales cycles that started in Q4. Q2 results should have larger numbers from sales cycles that started in Q1 and ended in Q2. The bottom line is that this market is now really picking-up momentum and Wave is smack-dab in the middle of it with the computer industry's support and eye on it. By this time next year, Wave will be operating at full steam in my opinion because this is an up and coming billion dollar global market. This is definitely a very logical, reasonable (PPS) and predictable (visible market) investment.

Paul



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