Wave Systems Corp. (fka WAVXQ)

[Weby]

Buffetguy

We both know that revenue is NEVER irrelevant. HP has a lot of revenue but is having difficulties. Revenue is always part of the equation. Trusted Leadership is another part.

I wrote that long allegory (It's one of my ways of passing through the boredom of waiting) The trip never ends. Games will go on. Dell is important. TZ is importanter. Govt is critical. Consumer is criticaler.

Wave already knows the numbers six months from now. You and I won't know the numbers 6 months from now until 2005 is about over. One can buy and/or sell. One can do a lot of money management it a year. I'm not sure I understand the point of your question to me. Dell is significant now. Might be more significant plus or minus in six months.

The more important question is how signficant is Wave to Dell.....and HP.....and IBM, etc. How significant is Wave to Broadcom and the set top box makers? How significant are we to the ARM folk?

To a scientist everything is relevant and investors are scientists. If there is an earthquake in either Taiwan, Dell, HP, of Phoenix Technologies it affects Wave which has an effect on ME. One knows very few of the variables. Lark and SKS know a lot more, but there are thousands of issues preventing them from sharing those facts that they know. Dumb insider trading regs as well as real market competitive factors and relationships.

Dell can make Wave into a double digit player very rapidly.
TrustZone MAY allow us to split a few times. In one sense, I understand your questions to imply that SKS giving us reliable communications doesn't matter.....and part of me agrees...I'd prefer revenue numbers. On the other hand, I remain confused about the inconsistencies of selling to private placements under a buck while dealing with Dell. I would appreciate some reliable information as early as possible that those days are forever gone.

If our burn rate is apx. 25 million then we need to sell 2.5 million machines at apx 10 bucks to break even. Anybody wanna guess how long it will take Dell to sell 2.5 of tpm equipped latitude machines? After that every seven million machines is a buck of profit....so 7 million machines = about $20 a share.

How many machines does State and Federal governments buy in a year? Is it possible that SKS can present a solid case in 8 business days that we are a bit undervalued?

Everybody quotes the Bible...
How about Ye shall know the Truth and the Truth shall set the stock price free!!