Replies to post #30816 on Wave Systems Corp. (fka WAVXQ)

[rachelelise]

spin you've misconstrued several things. jaugernaut related to the deployment of TPMs - not the one day spike because someone wanted to buy a lot of shares quickly and wasn't patient.

As for IBM customers, I firmly believe a subset are our pilot tests which have been going on for a while. I do not know the current status - the best I've gotten is that they are going well, and that Wave is getting a lot of positive encouragement in terms of what they are offering. When the pilots trun into paying customers, then we will experience revenues.

The access to ETS does exist but the key driver is the network services. Then buying functions and really activiating the tPM will make sense to the customer.

I have no idea how many ETS sales have occurred but I never thought an enterprise would buy lots of individual pieces at $39.99 - and not much until they can be managed in a network.

You may have your own opinions but in my mind there is absolutely no relationship between their success in selling $39.99 ETS packages in 2003 with the take up rate for their enterprise network products in 2004.

[24601]

SPIN: I can scarcely believe you're back at this bunk, especially after the beatings you recently took on the registration process and on liquidated damages.

I sure hope you're not telling your partners that you've cited the 1964 decision in NY Times v. Sullivan for the proposition that you can say anything you want about Steven Sprague as long as he can't prove actual malice on your part. Or maybe you should tell somebody. Even if you don't think you'd learn anything by perusing the progeny of the Sullivan decision, you probably ought to give some thought to whether bragging in advance that you're protected by the actual malice standard might tend to show actual malice.

[New Wave]

spin, if you have even remotely followed the civil dialogue on this board over the past six months you would have learned the ETS won't have viable market demand until Wave's server based products and services are ready to be commercially released. There's not much point in buying the ETS before the complete end-to-end solution is available, but it does make sense to give the ETS early exposure in the market as has been done on the Wave and HP websites.

By the time the server side products are released I have a feeling some significant enterprises will have already signed on following beta trials and Wave will have good traction from the beginning for all services across the board.