Rachelelise...re share price appreciation...I agree with your post. Wave should be cash flow positive THIS quarter. That is a rather significant milestone for WAVX. More importantly, the company NEEDS to demonstrate it is capable of selling upgrades in ever increasing numbers. Given today's economic meltdown....it is a very rare market that has nearly unlimited growth over the near term. For example, there are north of 250,000,000 TPMs in the market space with roughly 20-50k upgrades??? If the new administration is serious about cybersecurity...then they have to finally get serious about the capabiliites of TPMs!! We know that the NSA is ALREADY on board.....we just need the new administration to start paying attention to the NSA.
In addition to the TPMs....the new OPAL specs from the TCG will finally get the ball moving on hardware FDEs. We've read recently that Fujitsu plans on having the OPAL specs on all of its 5400 and 7200s by the end of the second quarter THIS year. With Seagate/ Fujitsu/Hitachi on the OEM scene....we should finally begin to see reasonable FDE volumes...IMHO. We still need to hear from Samsung and Western Digital...they seem to be MIA up to this point.
Sincerely,
Jas
