Replies to post #239298 on Wave Systems Corp. (fka WAVXQ)

[player1234]

Hi alea,

I'm not sure how to answer your question. I didn't make any connection between this PR and the target you mentioned regarding Micron.

I may need to rethink it now that you raise the point.

player

[player1234]

What I found was ""The companies are targeting the second half of 2014 for future announcements regarding products in development."

Given that, they have met their target for nothing but announcements. I wouldn't count on any revenue producing product related to any of this, at least in this century.

[dig space]

the PR thingy,

FWIW, all between the lines, it seems like Micron and Wave some time ago entered into a development agreement of sorts to develop bottom layer attestation/flash/WEM cradle to grave product certification. I put attestation in there for barge, apparently what Solms has been talking about on this needs to have the exact word in there, otherwise it doesn't exist, unless of course I got it all wrong and supply chain PC build health verification is not attestation.

This is work IMO Wave as been doing, and it seems they have decided (they is Lenovo IMO) some standardization is in order - we are talking bottom layer. Lenovo figured they couldn't have one bottom layer provider ponied up with Wave and another wandering around.

So, on balance, it is a fluff PR, and by the looks of it not a Wave originated PR, and while not a specific product announcement, it seems largely in keeping wit the earlier Micron thingy.

On balance it is meh, not what is needed (revs), not a goal post move IMO (MU was never anything resembling near term revs and the previous thing was indeed largely an initial development thingy), but something that will may well be leveraged for a little CC distraction fun.

NW said that MU has been shouldering some dev costs, FWIW.