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Armp

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Armp

Re: buffetguy post# 69284

Saturday, 02/12/2005 7:56:35 PM

Saturday, February 12, 2005 7:56:35 PM

Post# of 249545

buffetguy: My numbers were based on perceived constraints (as previously mentioned WAVX is evidently not yet bankable or they would have borrowed money). This limited my expectations for 2005. Another constraint is diffusion rate or adoption rate. I don't mean consumer adoption but rather provider adoption. This limited my expectations for 2006.

Dell doesn't change my numbers because, near term, if it meant money then WAVX would have been bankable.

I prefer to be wrong on all points and that WAVX comes on far stronger than I expect.
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