Wave Systems Corp. (fka WAVXQ)

[internet]

Ron....Don't you ever get tired at looking at the glass being half empty?

1) In a prior post...you mentioned that Dell constitutes the only major PC OEM that has signed up with Wave....That is factually incorrect...both the number 2 and 3 OEMs have signed up...the #3 OEM is obviously ACER. Why is Acer important? It's the first time an Infineon client has replaced Inineon with a Wave product in the business lineup.
2) Govt. contract....Wave is now working on their SECOND govt. consulting contract regarding Trusted Computing......can you name another company that Wave is competing against that has been awarded such contracts?
3) Opal Specifications.....Can you name another company that is capable of managing both the TPMs and ALL of the SEDs in the manner in which Wave is capable of doing?
4) TPMs are here to stay....Why do I say this...simple....there are OVER 250,000,000 TPMs that have already been deployed. How many of therm have been activated??? Less than 30,000??? YET...the industry giants continue to pump out additional TPMs and products that take advantage of the existing base of TPMs....WHY????? At some point these TPMs WILL be turned on.....and Wave will be ONE of the companies that will benefit from the decision to activate TPMs....IMHO

Yes you are correct that as of today...the ROI has been non-existant. That is not to say that they will not benefit from this point forward.

Sincerely,

Jas