Replies to post #183841 on Wave Systems Corp. (fka WAVXQ)

[weets]

Dear New Wave,
Well said, but it would've been great to hear SS state what you have just interpreted from the CC without us having to extrapolate from his prepared statements!!! IMHO, 4th quarter will be great & hopefully that will become more apparent in the next few weeks. The Best...Carl.

[Chance To See]

New Wave, Q2 comments re TPM customer

My computer is not yet able to access the call, so I don’t know exactly what SKS just said, but for comparison, this is what he said in the Q2 cc about minute 15:

“We’ve also seen the in the course of the last couple of months now some of the first really large transactions associated with Trusted Platform Module management. We have a large multi-national that’s just started a 1,000-seat pilot. They’re turning on technology for securing their Virtual Private Network, for securing their wireless infrastructure. And they really have a tremendous potential for us. They represent somewhere between a 50 and 70,000 seat opportunity in front of us if the pilot goes well. So we’ll see how ultimately their adoption curve is. They’re going to get used to this technology and understand how that it can impact their daily security needs.”

I’m not sure how a 50 to 70,000 seat company turns into a 100,000 seat company. But isn’t it better anyway if it’s two large pilots rather than one?