Wave Systems Corp. (fka WAVXQ)

[internet]

Doma.....Safend was purchased by using a combination of cash and stock. This filing is simply allocating those shares used in the purchase. What those investors do with those shares has NO relevance to the significance of the deal to Wave's product portfolio/ R&D staff as well as sales staff.

It's been a very LONG journey to this point. To a certain extent...the length of that journey is blurring our ability to clearly see where we find ourselves today.

1) Govt. There should be NO doubt that the Govt. is FINALLY about to deploy trusted computing solutions. The recent NSA show was rather significant in the fact that WAVE was the ONLY company at the show capable of doing what the NSA has outlined. We are on the verge of deployment...according to the reports from the NSA show.....the next 6-12 months could see as much as 6 million seats.
2) UK Govt.....a official of the UK govt. while attending the cybersecurity conference hosted by Wave said that a roadmap would be published by Nov. of this year and that Trusted Computing would play an important role. Once again....I ask you....is there another company out there that has the portfolio of Trusted Computing products that Wave brings to the table???
3) Success breads Success We now know without ANY doubt that the auto company in question is in fact GM.....We also have BASF and the possibility of another European company coming on board over the near future. PWC is still talking up the value of TPMs. Why are these victories important???? They provide other companies proof that the technology works as advertised. New prospective companies may not need to "vet" the technology in the same manner as the "early adopters" needed to do. This should help to decrease the sales cycle going forward. This will hit hyper drive once it becomes clearer that the Goverments on both sides of the Atlantic are on the verge of not only deploying Trusted Computing solutions...but also potentially mandating companies who deal with them to also deploy such technologies.

So yes.....I continue to make additional buys of WAVX shares. As each day goes by....more and more shares are finding their way into very strong hands.....If the former owners of Safend decide to get rid of those shares...they will also be absorbed. The shorts and day traders are going to find themselves in an interesting situation in the next few months....imho

Sincerely,

Jas