Replies to post #52700 on Wave Systems Corp. (fka WAVXQ)

[Doma]

It is interesing to note that

both the ETS 4.0 & KTM Enterprise Server announced
this week have been available for some time to
the Government space via Northrop......

Doma.

[SPIN]

you wrote: "I do agree that more announcements of the type we have already seen will have diminishing returns."

that's one way of stating it.

There are only a handful of wavoids that use, or even own any of Wave's stuff (prolly a few more have an old haup card).

More voids prolly have a "Back on the Nasdaq" T-Shirt than have bought any Wave stuff.

Wave hasn't even stated whether Wave uses Wave's stuff yet.

Wave did $2k per month last Q.

Even if they "start" selling something (anything!) to someone, someday soon, the days of the "internet toll booth" & the "e-commerce cash register" are over irrespective of how many flags SKS plants IMO.

Wave will be lucky to survive & carve out a tiny niche IMO.

IMO wavoids will be lucky if ST Micro, NSM, AMD, INTC, IBM, or somebody, anybody offered $2 per share.

IMO $150M or so is an extremely fair price for the remnants of that "e-commerce cash register."

[cpa]

bigtim,

You write..."given the current absence of real competition ".

You see this as a positive, while I see it as a negative.

If there was a REAL market for Wave's I.P., don't you think just one of the big boys would be rolling out a similar product?

The fact that NO ONE IS, tells me that there is not a market yet.

Maybe Wave should educate their competition. LOL.

CPA