04tide,
but i've a sense that this fall won't be as revealing as we would hope.
pr's about deliveries agreements etc., but i hesitate to assume TCG is gonna lay out it's RAND licensing policy for viewing before q1 '04 and, thus, where does that leave wave in terms of analysts' efforts to quantify w/certainty.
I tend to agree, but also feel there is a need for Wave to keep their train rolling and Wave management understands this now. When I try and put myself in their shoes, I envision a company that is now "on the radar" so to speak, as many here have stated.
In the past, Wave could not get anyone to listen to them, their calls were most likely left unreturned, their information shelved, and the technology suffered as a result.
Today, I believe Wave Systems is getting unsolicited calls, and their plate is a bit fuller than a few months ago. I envision this ramp up from June of last year and a big spike in interest once the Intel PR came out.
For Wave to just sit back now, with IDF happening a week from tomorrow, I would expect them to have a certain amount of "follow up". But we've all been wrong before...
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