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zen 88

11/14/03 12:54 PM

#18396 RE: Bluefang #18394

Bluefang- I once took a course

in Logic, and not to brag, but I didn't miss a question on any test for the entire thing. So, while you are correct in saying that we tend to listen to those we agree with, I contend that the stronger-minded you are, the less that is true. I have not always been an 'everything's rosy' guy like some. I simply believe the logic of the situation emasculates the arguments of the naysayers. My opinion. Yours is yours. Someone WILL be right.
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Doma

11/14/03 12:59 PM

#18398 RE: Bluefang #18394

Bluefang......What SKS said.

Washed over you as you have No Idea about tech,
Trusted computing or Anything in this area..&
you even admit to it :))

Doma.
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Packstater

11/14/03 1:03 PM

#18400 RE: Bluefang #18394

Blue, which bin did you put yourself in?

The argument that it is human nature to listen to those with whom we agree would apply to those in both bins, wouldn't it?

-P
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Weby

11/14/03 7:34 PM

#18561 RE: Bluefang #18394

Blue

I complimented you on balance earlier. This distortion however is what can cause confusion.

"One can not always look to the stock market as proof of anything, but today's action--high volume, rapidly dropping price--is some indication of how the majority saw the CC."


I have NO NO NO idea how the MAJORITY saw the CC for all I know twelve millionaires jacked up the price just before the CC and sold off today knowing that a lot of folks would follow -- and they could buy back.

I have tried to be balanced also. I understand CM's point of view, but I thought that the CC fell short in that I heard a little slower rollout than I thought I'd heard at the SHM.

I also thoughtt that the presentation was not as well organized as it might have been...very repetitive for the usual Wavoid audience and too technical for a non wavoid audience.

I have been communicating with Lark on my perceptions of the need to make the technical language and examples easier to understand....if you will prepare for the retail, because not every IT person can get this language either.

But I really think that Trusted Computing is almost unstoppable, that we are committed to say 5 or 10 million machines out there next year. I'd like to have gotten a firmer number and clarify if that includes the 8 million IBMs...and that's my concern with the CC not being a great presentation.

I believe that the stock could drop under a buck. Since I'm semi-retired I have no dry powder so I certainly don't want to see that happen. My guess is that this panic buying will dry up early next week and we won't ever fill the gap.

This CC has cleared out the doubters. The smart buyers are waiting for the bottom. It either has or will come and once again there will be more buyers than sellers.

The only difference is that NOW, the documentation for Wave's stuff is in the box and slowly, but surely...millions of new new new buyers will be hearing about a teenage company whose product they like... Maybe we will finally get the new blood you, Blue have been looking for....and with the sellers gone, the buyers will be back paying higher prices.

Those Wave's in Chicago or Hawaii are caused by gravity and in this case....trustcousa is right...what goes down may have to go up.

Jeff...It's tough times for those of us who have been waiting to cash in rather than cash out....but I suggest one hang's tough to see the next act.