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tampa123

08/15/03 2:01 PM

#6461 RE: barge #6446

barge ~ I think Steven knows, I just don't think we know. By licensing the product to an Intel/NSM/etc, Wave removes itself from being able to report these numbers by virtue of the fact that their partners (as Steven said) have total control over how many, when, and more importantly, when to release that information to the public.

In other words, if a standard OEM agreement (as Steven stated) is in place, it would give total control to the finished goods provider (in this case the the OEMs), and Wave would not be allowed to release numbers relating to that company's deployments until that company allowed them to do so.

However, that doesn't preclude Steven from having a pretty good idea of what's being planned behind the scenes. Because, like Steven said (which I thought was most telling of all) if it's a standard OEM agreement, then it likely has a standard ramp-up, cycle-time and deployment rollout schedule already defined. At least for the early months. I see no reason why someone like Steven wouldn't be able to know that already.

We'll just have to wait until we're allowed to know.

Tampa123
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TonyMcFadden

08/15/03 8:34 PM

#6502 RE: barge #6446

barge (and tampa) NOBODY knows what the take up rate of the $39.99 software package will be, or the activation of the services related to the NSM and INTC deployments. And that's the meat on the bones...

Assumptions can be made, and I"m sure that the S&M guys at Wave have a level of confidence in those assumptions, but until 4Q03 and 1Q04 it really won't be known...