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RootOfTrust

04/10/07 12:14 PM

#141098 RE: Genz2 #141096

Genz2 re: "slogging through the mud":

I think at this point Wave needs to adopt a conservative stance that reflects the possibility of the delay in closing large chunks of enterprise business, hence the continuing "slogging through the mud" reference, which we first heard a few months ago. Wave simply can't continue to dissappoint with lofty predictions that aren't achieved. Obviously there will continue to be the ongoing chance that meaningful business will close tomorrow...in fact there has to come a time when it does, unless one believes that stand-alone TPM business simply will not happen without a catalyst like the FDE drives. JMO, but I am not in that camp...I believe there are large enterprises who are becoming serious about TPM implementation.