Snackman
Your statement is correct, but the question is not whether bundling will lead to more, but whether the MORE will be enough turned on to reach a point where growth becomes a major factor on share price. Dell has been bundling for years now and there has still not been the kind of upgrade in the bottom line that we have hoped for.
I'm NOT suggesting that could not happen at any time now. I'm not suggesting that HP and Dell could both be on the verge of that happening. I AM saying that the world and the IT world is a lot more varied and complex than it was the last time we were near 5.
The nature of the role of TPMs is more unclear than binary than it was. The role of Linux, Servers, Phones, new potential methods are more complicated. As we approach this year's shm, the answer is that TPMs are in all of them is a reality, but why our planted flags are not producing many more millions in revenue each quarter and how this is going to be changed is still more hope than presented as a clear three year projection because of this and that.
If there are 15,000 military networks and 5 million machines where do we stand on getting them to become cash value. No more hints about gold contracts. No more expectations of mandatory Chess Requirements. I want to see the kind of consistent reporting of growth in specific ares (dollar numbers) for SEDs, Upgrades, e-sign so I have what I am entittled to as an investor to decide whether Wavx is a better investment than Xxxx. I've lived through 3 or 4 computer generations with this company and the world is different. Apple has a bigger market cap than MSFT. Acer is outselling Dell. Things Take Time, but things also change.
Machine Authentication is necessary. I'd like to see SKS talk to us about that and where Wave fits into that picture among the options for IT professionals in 2011. Is his flag planted on the high ground after all these years and victory is at hand, or have we become surrounded by different versions of TPMs which can and will use other software and/or OS to manage the software.
Sorry for the long post, but the world of Wave, has either become simpler or more complicated recently, and I'm not sure if I know which it is. With Wave so much has been it's opposite that the only thing I pay much attention to anymore is who else can manage the TPM, and what's the revenue growth for the quarter.
I drowned in my own tealeaves long ago.
Market Data 
Markets 
AI
