Replies to post #58753 on Wave Systems Corp. (fka WAVXQ)

[Weby]

KeV

Nonsense.

Wave is bundled with Intel BECAUSE enterprise sometimes needs to recover keys......

Have you sold your whole position?

KTM is bundled with NSM is bundled with stmicro is bundled with NTRU. Can be bundled with Infineon. Can be bundled with Atmel. Can be bundled with everybody.

I know you are frustrated and want to play Show Me The Money!!!
We disagree. I say they have built most of it....and having built it....2005 is the year they really start selling it.

Does everybody have a right to a sense of anger over keeping us on the wagon in 2001 2002 2003 2004 with demos and false hopes and the building of false expectations? The honest answer is, Of Course!!!

But don't confuse building false hopes with not building a real infrastructure. I just reread the two TCG press releases two days apart. -- Snackman's beliefs about Berger as marketing chair, several Atmel, NTRU, Wave press releases.

I'm betting that Wave is now bundled with Atmel because as I read them Wave is bundled with NTRU and NTRU is bundled with Atmel.....The FACT is that the dots are connecting.

Maybe SKS did or did not write half the original TCPA specs.
but Lark is the owner of the best TCG marketing document I've seen. Brian has, at least, enough input into TCG marketing that somebody put his name on a TCG PR (still on their website) with his name at marketing chair.

2005 will be the year those documents are used by TCG to promote Enterprise sales and use. Dominos or dots....those are facts. I predict you will learn to live with them. I didn't accept SKS's argument that 1.1 would not impede adoption He was right in his view that TCG continued to march down the road. I was right in that I knew it meant MASS adoption would wait for 1.2. We now understand 1.2 is here in a flash.

I expect to see 30 million TPM in computers in 2004. Looks to me like most of the will have Wave IP so breakeven is close in 2005. As applications, Cell Phones and PDAs adopt TrustZone and Wave develops a trustlet ACM role we will become profitable with something less than 100 million shares outstanding.

Yes, profitability won't come overnight, but in the eternal words of my friend Carl, "The Tipping Point's Coming!" as prmised for a year or so in 2005 IMO. And my opinion is a fact in my life.

The facts only become the facts AFTER the fact.