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soros man

08/01/03 5:24 PM

#2200 RE: SPIN #2189

SPIN...it seemed that you were sorta surprised by the

INTC deal. I will reread your recent posts, but I sensed that you were surprised that a gorilla like INTC would "bless" Wave Systems. Frankly, I wasn't surprised by the INTC deal at all.

I wouldn't be surprised to see a DELL or MSFT deal come along in the not too distant future. I think we are going to get a deal with STM sooner or later. Makes sense.

Anyway, witht the exception of MSFT, everything down the pike is just gravy. The INTC deal basically made the company. INTC doesn't do a deal unless they have tested the tech inside and out. INTC doesn't do a deal unless it sees a major strategic fit. WAVE SYSTEMS really hit a grand slam!

Actually, I would be surprised if MSFT did not utilize WAVX at this point. In fact, I don't think INTC would have done the deal without checking it out with Gates for the green light. I think Gates is going to use Wave in some fashion. Then we celebrate even more.

Tally Ho