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Bull_Dolphin

02/08/04 8:57 AM

#29253 RE: TREND1 #29249

Larry, While I agree that revenue is the ultimate ingredient to Wave's success, I think judging them on that criteria is premature at this point. Even with major intel shipments, we know that, in and of its self, revenues to Wave would not be that significant. Would the TA, at this point in time, recognize the potential revenue of wave's business plan, or would the TA just notice the .50-1.00 <yawn> per motherboard shipped? Many here are trying to look beyond this nascent revenue to the potential available when there's a sufficiently sized embedded base for Wave to launch its products into.

Many have talked about Wave wasting millions of dollars in development, but in the opinion of the long termers, this money was not wasted... it was used to develop expertise that no one else has.

I can understand the traders in our midst choosing to wait until such revenues show up in the TA, but I think that the jackals (I don't mean you, you've been open minded), who dismiss Wave on the bundling revenue alone, aren't seeing the bigger picture. It takes all kinds to make a market.

regards