Wave Systems Corp. (fka WAVXQ)

[dhamster]

Vader: HP

will likely come in well before a Google announcement/tie-up and, IMHO, is far more of a cert. The Needham/CC presentations demonstrate that Wave is positioning itself for significant growth with/through HP.

Ask yourself the following question. How many Quarters remain in 2010. Your answer should be the same as mine. Try 3.

When does HP typically bring out it's new models for the New Year? Try Q4 (Nov/Dec timeframe)

Do you anticipate a Wave bundling announcement in 2010 or 2011? From the tone of the presentations I suggest a 2010 announcement is far more likely.

When would be a likely date for Wave to have bundling in place with HP? Try ahead of Q4.

When do you foresee a likely bundling arrangement with HP? Try between now and end September.

What share price do you (and others) envisage post a HP bundling announcement which I would anticipate no later than August/September?

I would not like to be short in this stock. Oh, and there's always the prospect of an Acer announcement.

Thoughts/comments from all invited.

Hamster