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Weby

02/07/04 10:19 PM

#29220 RE: Zeev Hed #29214

Greg and Zeev

Reasonable clarification.. Then we both agree that, as I've said in the past, the action won't really come until TPM 1.2s are on the board in preparation for Longhorn.

Are you suggesting that Intel WON'T move forward with TPM motherboards?

Seems to me the only difference in your position and mine is that I've been building a long position -- with a classic buy and hold strategy and you are both believers who are waiting for the PERFECT entry point while trading.

And like many who bought MSFT at $5 and sold it at $10, that's okay? Don't think there are many here over five years who don't know like e.e. cummings that we are breaking the rules having learned them and earned the right to play by our own.

My real point is that the Intel page either means that they too have SOME committment to Wave which negates the p&d idea or not. It's quite different to argue that TCG might fail or suddenly back off than to argue that Wave is doing this to make money playing the stock and playing with the stockholders.

We all believe what we chose to believe whether right or not. That's why there are longs, shorts, Christians, Jews, Muslims, Hindus, Shintoists, and Athiests... Can't all be right?

One last point -- FA indicates to me that TCG members are serious about Version 1.2, Longhorn, and making hardware security fundamental in the next two years. I have no argument with you about timing the moment the chart actually PROVES this. Nor do I want to be out of the stock....if it doubles or triples on a REAL announcement -- as it did last July -- and never comes back. That is neither TA or FA, but a personal psychological decision made by me and several other folks I know. Might be bad investing, but it's intelligent living.