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zen 88

03/12/04 10:48 AM

#33489 RE: rwk #33483

RWK, D&O- What if, just if,

SKS knows that NSM will announce design wins that include Wave, and Dell and Toshiba will utilize these Super I/O chips? Even at 50 cents a platform, if between these two, and Intel, 15 million units will ship by years end, that's 6-8 million for Wave. This kind of visibility would surely raise the shareprice, enabling less dilution than then the current scenario. All just speculation, of course, but as possible as your negative projections.