Prescience, presence, preshants, peasants....
1. Knowing something early in the game
2. Being there (and looking it...)
3. Drunken pronunciation of any of the above
4. Who we will all be if WAVX dallies too long
I am convinced that hardware security is like the sunrise after the dawn, a certainty. The opportunity for WAVX to be the ubiquitous "one" (a la Matrix and NEO) hinges almost completely now on time to market. There is an understandable fear among the most loyal WAVXoids that WAVX will yo-yo forever and fail to fully capitalize on this disruptive moment. I say "Fear not!" I have my reasons.
WAVX has stayed alive for an amazing period of time and through arguably the worst technology cycle EVER! The ability of WAVX to dilute (minimally) to remain viable has been vexing, reflux-inducing and at times relieving. Whatever your take, mgmt. has been able to keep their full-time jobs, pay for plane tickets and keep the lights on for lo these many years. Now that the fruition of trusted everything is a reality I believe that they will show even more significant capability. Why? Because I said so.. (I have three little kids, sorry!)
IBM had an ad tonite during laundry-folding family time that clearly stated that IBM was all about hardware security. The push of the commercial on prime-time TV was that the security of IBM machines was assured through ..... YES.... Hardware. I made my wife and kids pipe down long enough to hear the end of the commercial without reiteration of their hardware sale. Make no mistake. There is a tidal wave of hardware activity in security that is about to manifest. I have my own little techno-enterprise and know that it's still hard to find good help these days and WAVX is that help.
To obnoxiously reiterate........... WAVX is the only pure hardware play in the bidness (that's Texan for business). Going forward there will continue to be false starts and disappointments. IBM had a prime-time commercial tonite 12/04/2005 that specifically promised "hardware security." I know that WAVX doesn't own IBM's systems. I also know that everyone worth their salt will be migrating to TPMs over the next year or so. If you're smart you'll get in while the gettin's good. The kaboom is not what matters. The purchase of a few thousand shares now could mean the difference between feeling like the biggest loser in the world and being, what's that word? Oh yeah, PRESCIENT! The prescience thing matters. It makes one feel as if they have a clue. I like that!
Prescient blessings,
Mahjah
