Replies to post #32689 on Wave Systems Corp. (fka WAVXQ)

[tampa123]

Snacks - Not to be contrarian, because I hope the poster is right, but it's hard to argue with hearsay, or accept it as fact. It's also hard to argue when there's no amount or range stated in their post. Is a penny good enough?

I don't give much credibility to this, because there's no basis of fact behind it.

[TREND1]

Snackman
Your post brings to mind that no one really knows the speed at which WAVX services will move.
That is why I feel the actual revenue number is not important.

IT IS THE DIRECTION OF THE REVENUE NUMBER THAT IS THE KEY.IMHO.
And that direction will be checked again by the end of March.

[RootOfTrust]

Snackman, thanks for the link...

New Wave writes:

Furthermore, I believe word may be getting out that Wave could see a good ramp-up of revenues from deployment of its basic software package on more PC OEMs during the second half of this year.

I have often thought we somewhat downplay the significance of the deployment of basic client-side ETS in favor of the Embassy Trust Server services. While the trust server services have a far larger scale potential for revenues, the potential immediate scale of deployment of the ETS Pro and Business editions is pretty significant especially if Intel announces more motherboards, NSM deploys their TPM products on a broad scale, and of course if we get a really big PC OEM like Dell.

A huge question re: the Dell TPM implementation is will they develop their own branded TPM software, will they go with some basic TPM software functionality provided by their TPM OEM or will they go the Cadillac route and bundle Wave's interoperable ETS that incidentally will provide the gateway (for Dell's end user customers) to Wave's all-important server services?