Replies to post #33504 on Wave Systems Corp. (fka WAVXQ)

[Weby]

RE: Glacial pace

There are several tracks here....deployment of TPMs is not going ahead at a glacial pace....The rapid pace seems to be on target for Q3, Q4 and next year as predicted here for a long time.

IF Wave gets 50 cents a platform for 50% of that market it WILL mean millions --- but nobody specifically asked about that except Wildman and the answer was essentially -- I'll let the numbers (first million dollar quarter) speak for themselves. Five million chips a quarter could produce considerable revenue based on the half buck a platform basis..Enough with a growing self supporting Wavexpress and signonline to cover costs.

It's also obvious that the ability to sell Wave Tools and application software needs a lot more time and work. The company is just beginning to properly address the Wave roll in educating end users and the full supply chain.

Not having that well planned is a serious management error IMO.
It is NOW time to start running a sales oriented company. I was a bit distressed by what I heard as far too much emphasis from SKS on Wqave's role as a leader in Trusted Computing and far too little as his role as CEO.

Perhaps it is time for him to hire a NO man to whisper in his ear that The goal is to sell product not build Trusted Computing. I'm sure he sees the two as equivilent, but one can build TC without building Wave and it is important NEVER to forget the difference.

[go-kitesurf]

mammon,

My last post was to RWK regarding his/her statement claiming Wave has no sales today, and no anticipated sales:

My point is how does SKS expect to get a better share price if he has neither sales nor anticipated sales with which to support the share price.

Wave does have sales today. How great they are does not matter at this point in time. What matters is whether or not Wave is partnering with those that are starting to deploy Trusted Computing hardware and services. Let's look at the list:

HP - Wave is prominently listed in their Protect Tools information
IBM - IBM just switched to NSM which bundles Wave
Intel - Bundles Wave on 100% of their TC products
Toshiba - Offering Wave with NSM
NSM - Bundling Wave with a licensing deal
Atmel - Lost IBM and Wave is co-speaking with IBM at partner world about customer implementations
Infineon - Bundling with Intel's solutions. Infineon on HP platforms

So, by my calculations, Wave is deploying with 100% of the platoforms out there. How much is not an issue, it will increase with time. Are you dissapointed with 100%? I am not.