Scorpio I agree. There was a different tone to his presentation, I don't know if exhuberance is the right word, but there was definetly a palpable difference. I also took away a fourth quarter that would provide more of the same. There seemed to be a greater emphasis focused towards mid 2006. I still think there is much ground to be covered due to the uncertainty of how these products are going to be marketed. The arguements are still pointed to wether it will be the consumer space or the enterprise space. There is one know enterprise user as of today's date. Dell is the major player and the product is still hard to order unless you know EXACTLY what you are looking for. The product is not being bundled yet, which is a major stumbling block as I see it. Look if your a consumer and you have no idea what this new technology can do and the explanation provided by a sales rep still leaves you in the dark, you are going for the Norton or MacAfee because you have seen that product on the shelf at major retailers. There are still tons of folks that don't have a PC at the home yet. Sure there are a lot of PC's in the marketplace, I have 4 here my kids school has probably 5 or 6 hundred, so there is still a massive potential market of 1st time PC owners. There is still a lot of traction to be gained among those that own already, let alone the latecomers. We'll know that the big push is hear when the print and media ads start trumpeting it. Having it in every manufacturers box won't mean a thing if you don't know it's there. Wave didn't plan on just taking up real estate on the motherboard and that's it. They need these things turned on. And in time they will be. The heavy lifting will still be going on into next year.
Dave
AI
