Trusted Computing

[awk]

From Weby:

Friday, March 09, 2012 11:10:32 PM
Re: awk post# 223872 Post # of 223877

Andy

Today is a perfect example of the Buffet Rule. Now this is not investment advice. I don't do investment advice. Stocks, especially tech stocks can go to zero. They can also go into the many hundreds.

Some technologies are adopted slowly. Others only after long waits and tipping points. Each of us has the responsibility to read the tea leaves as they see them.

Some here are very honorable, others less so. People also have to be able to judge people --- and take the results that come with those judgments. I have a view of management that others do not share. I believe they owe me very little besides honesty and hard work which I expect of anybody I or they hire. It is cant that their first responsibility is to their investors. What does that mean? It might mean the folks who paid the company money before it went public. It might mean people who bought shares directly from the company. It might mean those of us who bought shares from market makers or other shareholders and never gave the company anything.

It might also mean that the company owes the investors nothing, but hard work and best effort to put the money at greatest risk to get greatest return. However, its up to us to hire the BoD, and the BoD to hire management. I have yet to see any of the bashers submit a timely resolution to actually place anybody on the board to do something differently.

Today, the stock went down on a million shares. I don't know why. I really don't care much why. I bought a significant amount of shares between 50 and 70 cents years ago and watched it go to 28 cents. Stocks change price for all kinds of reasons. There is reality. There is manipulation. There is perception. There are hard to see fundamentals. There is some blood in the street ---- or is it Jermart's ketchup?

I don't know!!!!! I suspect ketchup, but I don't know. If knowing was easy, everybody would make money in the market. Some here have made a lot on both sides of the trades. Today I suspect, whoever was holding the price above $1.80 all day yesterday (UBS) sold in the morning High and bought it back lower in the afternoon. If it's true at all, it's only part of the story, but it could be the whole story too. One big trader (or three) making a larger profit than usual --- and freeing up money to throw into a rising NASDAQ. My point is that we don't know the meaning of any day's trading, or for that matter, any weeks trading.

Awk, we both know that there are companies out there that will win and lose in the changed ecosystem. You change the stack --- which is now a done deal -- and you change the ecosystem. The ecosystem is the ecosystem as defined by Wintel, ARM, AMD, MSFT HP, Dell, Samsung.

I may be wrong, but I haven't been this comfortable with Wave in a long time. My attitude is I am in a win win situation. The company is undervalued IMO on its patents, staff, and probable DoD contracts alone.

WEM is written into CRITICAL Federal standards. Seems nobody reads them until they are final except you and me. The company gives no signs of what's happening that would be anything like real information, but I do believe the hints that after years of working and working to create known computing -- there is sunshine just ahead for the investors. Right now there IS sunshine ahead, hard as some may want to shield their eyes from the dawn of another couple of possibly bad days.

Everybody always focuses on Sprague and BoD. I'll stick with Lark and Thibideau, and all the other brilliant investors whose pictures are on the Security Matters page. I'll stick with Willett whoever he works for next, and I'll stick with Admiral Inman and Lord Renwick, who I believe have made a great difference. Wave is a quiet security company that cannot shout to the world what the government and its customers do not want shouted. Things have happened 4X slower than I thought they would, BUT THEY HAVE AND WILL CONTINUE TO HAPPEN.

This is why I don't have to sell anything to sleep easy tonight. Of course, unlike Unixguy, I could be wrong.