Replies to post #26949 on Wave Systems Corp. (fka WAVXQ)

[Weby]

One other thing

When discussing TPMs.... Could it be that Intel planned for a limited release of Mobo's with i.i knowing that 1.2 was scheduled for the second half of 2004.

My own guess is that MOST of the motherboards that are going to be added to the list from now on will be TCG standards compatible. Really, nothing else makes much common sense.

Now we have to watch how Wave monetizes the entire paradigm shift... That has become a little less clear -- but with Tan Servers... and Green deployment.... perhaps the pink glasses can be replaced by red letter days.

Finally, Matt...I support keeping the pig in his 4-5 post pen.
I, for one, want to see how he hoofs around the upward movement .... Should be an interesting dance step.

[greg s]

re: They (Intel) have NO security staff having closed that group after the serial number fiasco.

I would ask for your proof for this statement. (Hint: You cannot offer proof, because this is not factual).

re: Yes, Prescott is a chipset not a motherboard

No, Prescott is a processor, not a chipset nor a motherboard.

re: I said I DO when I broke the rules and married this stock.

This is your problem, not mine. I believe it is foolish to ever "be married" to any investment.

[tampa123]

Weby - Great Post #26944 BUT...

While we both believe (as you know), neither of us seem to know why montization of such a huge opportunity can't be guided (yet) to some mimimal expectations of revenue.

While I'll concede there to be multiple layers of the onion, and we have yet to discern how many activations of the Wave onion they'll be, we (as investors) should then be receiving reports from management on how many onions have been purchased to-date, by layer, and some min-max performance guidance on activation on a fiarly regular basis.

To shorten this to simpler terms, we ought to be able, by now, to measure something less than total ubiquity at this point, and management should recognize that if there's an onion with multiple layers, then there should also be an equal amount of layered performance metrics. We are at the point where this should be less opaque to all.

Seriously speaking,
T123

[RootOfTrust]

Great post Weby! e/