Wave Systems Corp. (fka WAVXQ)

[buffetguy]

wavxmaster alot of talk about Dell vs INTC today.

Both deals are great in their different ways. INTC has now officially said that Wave is gonna be combined with the TPM1.2 for the total package. Done deal. This is critical because I don't think INTC would be taking these initiatives without the approval of MSFT. I really don't. MSFT and INTC know each other's strategy books inside and out. Indeed, I wouldn't be surprised if they wrote each other's strategy books. So, I think the true significance of all this is that MSFT is going to go with Wave. Why? Because it is easy for MSFT to use Wave Systems technology insofar as it takes the 'monkey off their back' in terms of the 'big brother' issue.

So, I think that Wave Systems is going to be part of MSFT's rollout and I think the fact that NTRU is up to its eyeballs in supporting MSFT is also ANOTHER indicator in all of this dynamic.

IMHO....