Replies to post #238514 on Wave Systems Corp. (fka WAVXQ)

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mmbg, largely agreed on Samsung

the 15 year thingy was largely a whatever, but they did state back in Feb (as I recall) that they had begun 'shipping'. The dell experience (for Dell) was largely one of a somewhat expensive bloatware gambit. I am expecting that some of these new agreements will be coupon agreements, e.g. Sandisk ships with a coupon, IF the coupon code is activated (the customer bothers to download the software) THEN Wave gets paid.

This argument speaks torwards whether the fire is hot, and that is indeed the concern, but it does seem that when selecting irons to test the temperature of the fire, Wave irons are often being selected.

VSC is different, it is competing directly to a known deployed technology and is making a direct value proposition. Hence VSC tops the list. SEDs are #2 as they have seen traction in the past, are a well covered and well-understood capability, and in some verticals the audit trail features make a compelling argument.

I completely agree with the analogy to a 15 yr futures play, well said.