Wave Systems Corp. (fka WAVXQ)

[mymoneybgone]

Wavoids better rethink the DELL contribution to Q4 results if they aren't good. While DELL reported a 31% drop in profit for the quarter today, the sales for enterprise solutions rose 6% and accounted for 34% of revenue for the fiscal year. This could be a troubling sign for Wave if the 4th Q revenue is flat with the bulk of their revenue being generated thru the DELL channel. 24% of the revenue loss was consumer side and 7% was enterpise customer losses.

SLIDING PC SALES

Michael Dell, who typically participates in calls with analysts and investors following the release of results, will not take part on Tuesday, given his participation in the buyout.

Dell has lost 40 percent of its value since last year's peak and is trying to reinvent itself as a seller of higher-margin services to corporations - an internal overhaul that some analysts say may be better conducted away from public scrutiny.

The company, once the world's top PC maker and a pioneer in computer supply chain management, is struggling to defend its market share against hard-charging Asian rivals like Lenovo.

Dell was also hurt by the slide in holiday-season sales of personal computers for the first time in more than five years despite the launch of Microsoft Corp's new Windows 8 operating system.

Dell's worldwide PC shipments fell nearly 21 percent to 9.48 million in the last three months of 2012 from 11.97 million in the same period a year ago, according to IDC.

http://news.yahoo.com/dell-revenue-falls-11-percent-amid-attempt-private-211248167--sector.html


reinventing itself as a higher margin services company pay heed wavoids, the higher margin will be them pushing sales of a service or product they already own, and we know they bought a competitor.....