wavxmaster - slide 13 is very convincing that a lot of money will be spent on security. Slide 13 makes it also very clear that security is about hardware and not software. As I said earlier- the presentation makes one want to buy a PC stock since most of the 116 $B is going to be for hardware. (This is how a novice will see his slide.)
Slide 7 makes it clear that WAVX is not about the market for security. This is said almost immediately after spending slide 5 on the cost of bad security! A novice could easily get confused about WAVX.
Slide 15 makes it clear that WAVX is offering TCG- software solutions. Makes an uninformed listener (non-wavoid) think of slide 13 where it is clear that the money is in hardware. So, the novice thinks, why is WAVX offering software!
News 
Market Data 
Discover 
