Replies to post #5666 on Wave Systems Corp. (fka WAVXQ)

[SPIN]

3h you underestimate the "strength" of the bargaining position inherent in the technology.

SKS had chips to play. Yes the weak financial quandry played into INTC's hands, but he still held the key to pulling off much of what TCG aspires to accomplish.

What you posit ignores that big chip in wholesale fashion, suggesting either: 1) you know & it doesn't serve to make yer point; or 2) yer incapable (b/c yer mired in cynicism) of recognizing the significance of the tech (disruptive tech btw) & cannot factor it into what SKS had on his side of the table; [edit] or 3) you didn't factor it into analysis at all bc/ you missed it, don't have experience in the area, are smoking "medical" marijuana, or some other such thing (we'll see if that = an "attack" - i doubt 3h'd think so, but we'll see if Matt does).

IMO making the INTC deal was verrrrrry different than the seires H_ell deal. You seem to be collapsing the former dynamic into the latter.

have you done much (any) negotiating in your career?

regards,

SPIN

[Bluefang]

Howie--don't you think the announcement from Intel saying Wave's technology would be in selected motherboards in Q4 is evidence of something good? Of course we would all like to know the details, but in this case, the headline is enough to live on for a few weeks.

I don't think the lack of fine print, or further elucidation is a sign of deperation, or that the store was given away. It seems to me like the normal course of business. You give the overview first and the details come later at about the time the rollout begins.

I understand your cynicism and distrust of mgt--I too, have more than a passing acquaintance with the reasons for it. But perhaps it may be time, or nearly time to acknowledge that mgt has actually achieved a major milestone with the biggest gorilla of all.

Bluefang