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Weby

11/16/03 5:09 PM

#18728 RE: SPIN #18725

Spin

"Somewhat the same is true with SignOnline Suite into the financial services companies. I think that the digital signature offerings that we have there are very strong. We've got some really nice business that’s maturing in it. We're keeping it really lean and mean. And when it tips over it will really add to the value of the whole services side."

Spraguespeak is a hard language. Just remember two years ago HP was thought a deadly dream and Intel rumors caused us to fall off a cliff, but three years later....stuff is happening.

I take the stuff above to be pretty straight foward. Wavexpress has taken smaller offices, cut staff, built a product and is dormant NOT DEAD.

It will have serious growth once enough machines are available 1.1 or 1.2 in quantity to secure the coporate communitcations, training, and downloadable advertising of which WXP is capable. The model is being built...it has been accepted (see PR) by a major advertiser. How or if it fits into the media DRM picture is still and unknown.

Sign-on-line is also on hold for secure machinery and what HhH rightly talked about as the training delay. I differ with my younger friends in that I think the adoption curve is not as TTT as it was before IM, email, and the net in general. Tipping points occur sooner and more suddenly as the 50th monkey gets it and it quickly becomes what sks is hoping for...gotta go with the TPM and digital signature and wxp corporate communication model or I get canned next year when we are behind the curve with obsolete equipment that has to be replaced. Today that decision is an open one. It won't be so open, if and when, HP, IBM, Sony, MSFT are all running adds saying this is the next step.

Gates is speaking this afternoon, I think, at Comdex. Don't think he'll mention Wave. Do think he'll mention the future of his OS.

We are not in Kansas anymore, but we are still riding the tornado.......