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Re: gowave1 post# 110207

Tuesday, 02/21/2006 2:07:10 PM

Tuesday, February 21, 2006 2:07:10 PM

Post# of 249952
gowave...in order for the average wavoid to understand our current share price...one needs to read your post. I sincerely believe that the context of your post is exactly what is holding our share price down. It's not your responsibility to change your opinion...but rather the companys ability to generate revenues that needs to be demonstrated. Having said the above...I think that for the average wavoid...the current share price offers us an opportunity that very few investors receive. The market has discounted WAVX for the exact reasons that Gowave posted. It is our responsibility as investors to take advantage of this moment in time. For those who say that nothing has changed over the past ten years...may I suggest the following:

1) The recent disclosure of Dell and Gateway signing agreements with wave. People should be asking WHY both of them are willing to pay Wave a fee on a per unit basis in an industry with tight margins?
2) DODs decision to INCLUDE tpm 1.2 as a minimum requirement is HUGE. OEMs that were only selling tpm 1.1s or not selling them at all have now been SHUT OUT regarding selling any PC/laptops to the DOD. They are being FORCED to now accelerate their adoption of tpm 1.2s or risk being locked on the outside looking in regarding future sales to the DOD.
3) Seagate will have a trusted drive in the market by summer. Although initially, the trusted drives will be in the high end models...they will eventually be included in all of their drives within 24-36 months. Their volumes are NORTH of 80 million units/year. BTW...it took three years of collabiration between seagate and Wave to get to this point. Does anyone think that any company could develop the suite of products that compete with Wave and then displace wave from this relationship after Wave has devoted the last three years building the next big thing for seagate?
4) NTT is a HUGE coup for Wave and people just don't get it. To put in other words...in order for people to understand the significance of this relationship...one first has to understand whose chips are CURRENTLY included into the products of the asian oems. It's INFINEON .....FWIW.
A few things to think about...

Sincerely,

Jas


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