Replies to post #178044 on Wave Systems Corp. (fka WAVXQ)

[player1234]

Remember that quite a few quarters ago, Wave management acknowledged that their now famous "breakeven based on business in hand" statement was based on a 2% conversion rate.

I think you need to take a much smaller percentage, probably 1% of the shipped.

Doma has a valid point. Not all the "shipped" software should be considered. Many customers don't know they have it, other do indeed uninstall it and others may be waiting for a critical mass to use it. In any case, the conversion rate you used may be off by as much as a factor of 10 based on the current trend.

[RootOfTrust]

And Ispro, remember, even if Dell Wave-bundled machines are retired w/o TPM activation, the customer replaces them with new Dell Wave-bundled ones on their next refresh cycle. So it's an ongoing opportunity for Wave as enterprises finally begin to use hardware-based machine identity and authentication.

What confuses Doma on the terminology ETS "installed base", is that broadly speaking it refers to the license rights to ETS that come with the Dell hardware, not whether the user takes or keeps the software as part of the hardware's "installed image". The user's ETS license comes free with the hardware, so even if they uninstall the software after delivery or request it be be de-imaged by Dell before delivery, they can still install it (or re-install it) later, because they have a free license. I know...I've done it myself...re-installed ETS...my Latitude has free ETS for life.