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TREND1

02/08/04 9:07 AM

#29256 RE: Bull_Dolphin #29253

Bull
Please see my post #msg-2324000
I explain my feelings about WAVX.

Translation:
(1)You are willing to committ dollars now
(2)While I entend to wait until I see the TA indications.
(3)We both may win.

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Zeev Hed

02/08/04 9:18 AM

#29262 RE: Bull_Dolphin #29253

Bull, the $.50 to $1 on INTC boards, are these royalties? If these are do you know the accounting timing. In most cases, INTC will wait till it's quarter is closed (Dec 31st) and then its books are closed for the quarter (typically INTC earning releases) and then they will have 30 to 45 days to actually pay those royalties to WAVX. If that is occurring here, the income statement of Q4 will not reflect any of INTC shipments. How about the $30/seat on IBM systems, have there been any "sightings" of these in the last few months?

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barge

02/08/04 12:45 PM

#29307 RE: Bull_Dolphin #29253

Bull Dolphin--Bravo post!!! Keep up the great work!!! e/