A reminder -- The "New Latitude" is essentially a renamed Vostro. The sames channels for Vostro reach down into the consumer level although that is not to say there's a consumer need for managed TPMs.......YET!
Still Wave does get 90 cents for each computer with ETS in it so there's some significant advantage. The action as I understand it, and Ramsey states so well, is with NAC and getting the basics. It doesn't matter much to Wavoids what the level of management use is as long as ERAS and EEE have to be used for SOMETHING. I've been talking about AUTHENTICATION, AUTHENTICATION, AUTHENTICATION forever. I remember thinking we won when I saw a certain diagram related to EEE working with everything. I still believe that WAS the critical moment (client side measurement so the endpoints were trusted) In any case, now we will have continuous price improvement and , to a degree, increased volatility until we reach maturity. That should be another decade or so.
at a dollar a month with some compounding as the dollar becomes too small a percentage, and pe ratios for long term growth, it's possible even the most optimistic of prices of some of us will be surpassed. As someone pointed out recently, Can't think of another company. that had as many major GLOBAL partners at this early start in its revenue growth.
I EXPECT price growth to be a buck a month for the foreseeable future with explosions to new plateaus from TTT (Now it means Time to Time),
You can now hear all those little revenue streams we used to talk about flowing into a sea of green. We all live in a secure submarine -- undernoticed and growing faster than your average turtle.
