Replies to post #154129 on Wave Systems Corp. (fka WAVXQ)

[Whitewash]

Cost concerns relate to the immediate need for a solution to a problem. I’m glad you posted your sentiments. Cost was the biggest reason I posted. When a company is ready to exceed forecast expenditures due to a “need”…. Then the market demand becomes just that…. DEMAND……. WE HAVE TO DO THIS NOW!!! Right? The demand is being communicated but not realized at this time. Period. Considering SKS’s sales cycle timeframes, I would be more inclined to accept Garters (they’re the experts anyhow) predictions at this point (for the very first time). Last half of 2008 and early 2009 for our dreams to finally begin to be realized. Jeff

[RoRo22]

DRM, I agree with you. I think a lot of companies will not go through their upgrade cycle also, for at least another year, until Vista works out its bugs and software incompatabilities. That's the case at SAIC, one of the biggest government contractors, and that's what I was told by the IT department their. They're running Windows NT still, and plan to continue with that for a while, unless the Gov mandates something earlier.

Don't think there were any surprises with earnings this qrt either, we're still going largely on licensing royalties. That should be changing cause of FDE this next qrtr, but I expect a noticeable ramp up 2nd quarter. If not then, then I might start getting a little more concerned.