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Weby

08/22/03 2:49 PM

#7310 RE: SPIN #7309

Re: Intel announcement

After the initial MOMO jump....it seems to me that the street has ignored the Intel announcement as more Wavx padding. We didn't move today on a very positive Intel PR.

The Intel announcement will have its real affect when people start understanding what trusted computing is all about...that is a while off IMO.

As regards the intent of Jim Melcher and others in the PP...I'm not afraid to say I don't know their long term plans.

However, a long time ago, I had a friend whose father lived next door to the founder of Dreyfus. They got in cheap and stayed long... Smart money finds lots of ways to squeeze the market.

If the funds have begun to understand "Trusted Computing -- the Intel Wave TCG way.....the current float will at some point in the next 18 months not be able to handle the pressure.

For most of us here....18 months is the time it took our children to learn to talk (back). a very short time for a long that plans to hold the stock until the next paradigm shift.

I told Mrs. Weby a buck a month up from here on out.......

As regards the SKS sale at a lower price than you and I. I give you a paraphrase of the famous Hemmingway/F. Scott Fitzgerald conversation.

The rich are different from you and me. Yes, they have a different AGENDA.

Weby

BTK

08/22/03 3:00 PM

#7311 RE: SPIN #7309

Spin, BIGGER, NOK understands rev sharing eom

toro1

08/22/03 6:18 PM

#7357 RE: SPIN #7309

Spin: Re:cell phones -

this market will dwarf pcs in my estimation. For any real commerce to occur each cell phone needs to be a trusted client.

The Atmel announcement was interesting in that they specifically referenced cell phones, PDAs, etc. The Atmel form factor must allow them to be used in the small stuff.

I know Wave is concentrating on PCs but the next frontier is a magnitude larger IMHO.

"The future ain't what it used to be."

"Yes, Yogi...it's much bigger."

JMHO IDKS (just my humble opinion...I don't know sh*t)

toro