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rachelelise

01/20/04 10:15 PM

#26746 RE: TREND1 #26742

LD

I expect to see changes you would notice in Q3 - all of the OEMs who will sell 1.1 TPMs will be doing something by then and Wave's server products will be available for at least a quarter or more. I don't think the revenue changes will be linear at that stage as previously deployed TPMs will gradually become revenue producers and new TPMs will be appearing at a much higher rate.

I wonder when the 1.2 version of TPMs will become available. At that point Dell will enter the fray.

Finally I think it will be 05 when we see other devices with TPMs. At that point the number of dpeloyed devices will rapidly grow to 100 million +++. Will wave's revenue follow this trajectory? That's what we hope.