InvestorsHub Logo
icon url

Prudent Capitalist

05/24/10 1:38 PM

#193988 RE: pointandfigure #193986

Thanks P&F. I assumed that was the case, but appreciate the clarification. Let's hope the HP bundling agreement comes sooner rather than later. We need to get the PPS back up to a more realistic valuation given the fundamentals and prospects for the company and stock.
icon url

mewilli66

05/24/10 1:42 PM

#193989 RE: pointandfigure #193986

First - Thanks to all my education and hopefully furure wealth.

Second - Wouldn't the revenue number from HP be pretty significant in terms of fully engaged TPM customers that want more then just the chip. These are customers that are asking for WAVX - so that would lead me to believe these are the guys who will be turning them on and really using them - which would lead to additional rev for WAVE. These are the hot leads for WAVX to pursue.

Is my thinking right or left?

Thanks Mike


HP arrangement is that they have the capacity to install Wave if they feel the
need to do so (e.g. a customer specifically requests Wave). HP has essentially
made it so they have all their options available.