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Re: waveytrain post# 204150

Wednesday, 01/05/2011 10:34:18 AM

Wednesday, January 05, 2011 10:34:18 AM

Post# of 249282
Waveytrain...re Expanded Auto deal....I believe that there are some out there who do not completely understand the significance of the recent disclosure. Here are my bullet points:

1) Wave's products work as advertised.....The company in question had nearly a year to evaluate the quality and value proposition of Wave's products. They did NOT have to proceed with the second phase of the original contract.....ie the second 30k units. The fact that they not only decided to proceed with the second phase...but to INCREASE the size and speed of which the order will be executed is VERY significant!

2) Multiple PC vendors......If one reads the first paragraph....it becomes very evident that there are at least two DIFFERENT pc OEMs supplying laptops to the Auto company. This again is rather SIGNIFICANT..........We now have a second PC OEM who is now comfortable supplying SEDs to their client. Remember that during the last CC...SKS mentioned that there was a European company who wanted SEDs but the PC OEM in question was unable to provide the laptops equipped with SEDs,

3) Cash.....Wave will receive a nice check in early Q1 which will go straight into Wave's cash reserves. This will open up interesting potentials for the usage of that cash.....imho

4) There has to be some sort of integrator working with the Auto company. imho.....If I'm correct...then this provides an interesting lab experiment for the Integrator in question. If successfully rolled out.....one would have to believe that SEDs and Wave's products could get a nice bump from this integrator on other projects.

Sincerely,

Jas
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