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Replies to #1986 on Larry's notes

TREND1

05/26/06 11:11 AM

#1987 RE: TonyMcFadden #1986

Here is the real question.

"Name one provider of key management and backup software that crosses all TPM platforms THAT IS SELLING AT HIGH REVENUE.

If the TPM's every take off, like more then one million per year, then other companies will program to this OPEN STANDARD.

Would you go up to Bill Gates and say we got to do what WAVX is going in order to get a portion of that one million ?

Actually the revenue with existing customers dropped
qrt over qrt.

Translation:
WAVX has not shown REVENUE.

PS: But you know all this. Don't you.

TREND1

05/26/06 11:23 AM

#1988 RE: TonyMcFadden #1986

Your company has had VPN's for years.

My coffee shop connection (IT at stanford)
really gives me a hard time when I try to
push TPM's.

He said "Larry, we are not even going to buy MSFT Vista
the first time around".
"We have learned to wait for the second Vista" before we
think of buying.

Translation:
New systems take time.
In fact take years.IMHO.