Wave Systems Corp. (fka WAVXQ)

[internet]

Re share price....All of us who have been involved in this stock for over a decade understand very well how this stock trades. There is no mystery in how to read the charts. It all depends on what your goal is when you invested money into WAVX......Here are a few points to consider:

1) PC OEMs...Currently we are bundled in DELL and ACER. The revenue ramp up from ACER is along the curve that should eventually resemble DELL. In the recent Webcast....SKS suggested a number of times that HP maybe a lot closer to signing a bundling deal that would bring them on board in a manner that would eventually resemble DELL. Can you imagine what the share price would do if and when we get HP on board????
2) Question....What would get HP to shift gears dramatically to actually sign a bundling deal with WAVE??? SKS has suggested that one of the driving forces is current HP clients who want to proceed in the direction of trusted computing. Additionally, the feds have expressed tremendous interest in proceeding with SEDs. I believe these two factors will eventually force HP into bed with Wave.
3) New money.....Anyone who has followed this stock for any amount of time can tell that there hasbeen an influx of new money. Granted that some of it has been traders who jumped in for the quick trade....but make no mistake about it....there is NEW money that has parked its resources into this stock for a longer period than simply a quick trade. The relevance of this is simple.....as the stock gains more attention....there will be greater demand. However...a large number of shares are tightly held by a group of lunatic Wavoids and a growing percentage of institutional ownership. The net effect of this is that the actual float is a lot smaller than the 75-100 million shares outstanding. Therefore...when we get our next BIG contract....or the next BIG bundling deal....or the FEDS making some sort of commitment to the notion of trusted computing ala TSCP.....what type of stock appreciation can one anticipate??
4) NEXT BIG CONTRACT.....How many times has SKS mentioned that there are a lot of pilots currently underway?? If an AUTO company can see the advantages of TRUSTED COMPUTING.....don't we think that a finance company or a accounting firm or a legal firm or a health network or the feds will not see the advantages of trusted computing??? These pilots have been going on for a long time and are most likely at the stage of final commitment ....if they have decided to proceed in the direction of TC....we shall see evidence of this over the next few months.
As additional companies come on board....the demand for WAVX shares will explode.
5) Friends and Family.....for the FIRST time in a long time...I actually feel comfortable telling them to purchase shares of WAVX. The Auto deal WAS a game changer....anyone who doubts that is not clicking on all cylinders. Not only was Wave finally able to close a LARGE deal.....but it marked the FIRST time SEDs destroyed the existing software competition....THESE ARE HUGE POINTS!!!!
So.....relax about the current daily fluctuations.....the fundamentals of the company will take care of the stock price

Sincerely,

Jas