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Re: theguvna88 post# 76431

Monday, 04/11/2005 2:01:29 PM

Monday, April 11, 2005 2:01:29 PM

Post# of 249614
Guv - This is the first tangible sign (that I know of)of some link between ETS and Gateway offerings. Version 3.3 of ETS is the one offered by Intel with the respective chipsets so obviously Gateway put in an order with Intel for these chipsets no doubt for some specific clients (government, enterprise). For reasons unknown to us, this has been done with some stealth (as much that is going on right now). Those contracts are probably not a huge deal just yet (though every bit counts right now), but it does bode well for the future - especially given the fact that Wave seems to be turning up more and more with key players and thus establishing an impressive foundation for current and more importantly future deployment and revenues. I also believe that the current stealth is warranted since there is a huge market looming for the not so distant future and right now it is all about positioning for this opportunity. Regards, Foam
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