Replies to post #49786 on Wave Systems Corp. (fka WAVXQ)

[reg]

dont get me wrong I am still heavily invested, but unless we see something meaningful this quarter in the way of revenues or an announcement that revenues are on the way I dont think we will be around much longer. all IMHO!

[Doma]

reg........imho

"From everything ive seen and read we seem to have given the embassy hardware to these co, ala NSM, intel, etc, albiet we still have the meter."

This is just plain nonsense........



"The back of my mind has always been somewhat apprehensive about the fact that we are playing with gorillas like msft and intel. What advantage is it for them to let us play in their court?"

Perhaps then you can explain why Intel chose to
bundle Wave's ETS & KTM with the Infineon TPM & not
Infineon's TPM application software?Further Intel
had the opportunity to ditch Wave in the New
915 & 925 TPM boards & bundle a complete Infineon
solution instead.......

Doma.

[rachelelise]

Reg

I don't think we have given away anything especially Embassy (if so where is it?) It has become clear that Wave's vision of trusted computing with hardware could never occur without widespread deployment and support from most of the players in the space. While I don't disagree that a weakened wave might allow an entity to pick up their IP cheaply, I tend to doubt that is what these guys think about. Wave is an important but small fish in the scheme of things. They also are very deliberate about what they buy, what they license, what they invest in, what they support and who they collaborate with. I am not convinced buying wave furthers anything for them at this point so why spend $200 to $500 million doing it?

As for other comments about the upcoming CC, the company has stated on the record and through lots of other discussions that revenues are expected to ramp up in the second half of the year and they can see plans, which if implemented, could produce meaningful revenue for Wave during this period. With the recent finanncing and SSP stock, there are funds to get through the next tow to three quarters -- well enough to show this or perhaps forever hold your peace.

I thought further about the timing of this financing deal. If they had not done it now, the information on the conference call and their filings would have shown enough cash to get ot around September. That information could have been enough to totally tank the stock regardless of any other information they could have provided. So for better or worse, i think they needed to close it before the CC and their quarterly filing. However why they didn't do it a few months back when the stock was 30% higher escapes me unless some deals were delayed or as I've heard the Grantsdale problem set back many a quarter.