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rwk

10/24/03 8:53 AM

#14889 RE: go-kitesurf #14888

go-kitesurf / future price guesses

By my reckoning, which I won't justify with analytics, Wave should hit $20 when about 12mm TPM's are Wave enabled. It could hit $145 when there are about 70mm active TPM's. Neither of these levels are a certainty, but I've got to believe that if Wave reaches 12mm, it will easily exceed 70mm. This number is in the context of 100mm pc sales and 400mm cell phone sales per year.
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Doma

10/24/03 8:53 AM

#14890 RE: go-kitesurf #14888

Kitesurf....i totally disagree with you:)

Where do you get your stages from?For instance
1st stage applets would require an E2100 deployment
& Applet business model...as for your 2nd-4th stage
in 3-5 yrs.....E2100 would be WAY of date Tech wise
by then if it isn't already which i belive it is.
We are at stage 1 today with deployment of ETS software.
Stage 2 will be deployment of Wave's Trust Servers,
starting with the KTM.....


"1st stage - client/server software/applets
2nd stage - E2100 licensing for TPM
3rd stage - E2100 premium deployment
4th stage - E2100 TPM replacement

I'd say a $20 share price could happen somewhere between 2nd and 3rd stage which is 2 years out at least (closer to 3.5yrs), IMO. In 5 years, if things go RIGHT, Wave should easily be over $20/share. $20 from today is a 1000% return. Not bad in my book. Of course, $20 shares may NEVER happen, too."