Replies to post #62137 on Wave Systems Corp. (fka WAVXQ)

[zen 88]

kitesurf- I thought I read someone who's

opinion commands respect (ie. rachel), say that this development was a 'material event' for Wave. I could certainly be mistaken. But, taken in that context, Wave being part of a huge deal with Philips, would also then be material, no?

[RootOfTrust]

(edit) go-ks re: Dell and Envoy

Envoy had/has an agreement with Wave to distribute ETS, and as I read the situation the agreement had to be amended to include the Dell v1.0, the Dell version of ETS that apparently Wave has agreed to customize for Dell. Apparently the fact that Envoy will, I speculate, in some cases be the reseller of Dell v1.0, means the change to the Envoy agreement is material and had to be filed. As I said, I speculate that in some cases Envoy will be the reseller of Dell v1.0 to Dell...I am presuming that in other instances Envoy will not be a third party reseller between Wave and Dell. If Wave is actually building a customized version of ETS for Dell, then that would mean for sure that Wave and Dell have an agreement, an unannounced agreement. Personally I expect a lot from a Dell/Wave relationship...Dell needs the Wave platform to activate their TPM-enabled products and I can see Dell "reselling" Wave products as a source of revenue to help drive their TC deployment. To me, that Dell and Wave together will make money deploying Wave products and services is a perfect scenario.