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Re: TonyMcFadden post# 55809

Friday, 10/22/2004 1:00:10 PM

Friday, October 22, 2004 1:00:10 PM

Post# of 249943
E-shute, that is the sort of content that leads some to say:

“It’s Coming” and others to say “I’ve heard it before”

Notworthy for those who are skimming is:

edit DELETE (I see you already cut and pasted that portion)

… And so on with important points about key mobility, which if memory serves is a notion that I and others like me was/were bashed for mentioning years ago … including dismissive comments in e-mails from Wave Systems. So much for inventing, it is much more like complying. So much for leading, much more like following. But hey, one can follow and still have the first solution. Others may differ on that point. But I believe Wave is doing a lot more following than Wavoids surmise … and I believe the success and size of their enterprise will reflect that. But, I always thought Mr Softee followed as well, and one can hardly call his enterprise small.

But if one looks at the chart with the ESC highlighted at the top as part of the bundled bits, combines that with all the other features of the chart (of which NTRU seems to be playing a real role) and recognizing that hardware gets a slice … then say:

1. What will the market bear for the TOTAL SERVICE
2. What portion of that service is Wave providing
3. What can Wave expect to net per seat …

And I am millions of miles away from pps of many of the folks around here.

Wave looks to be an important part (if they can survive the SEC and survive their hideous lack of money). A small important part.

Regards,

Dig Space.





The above content is my opinion.

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