Replies to post #72255 on Wave Systems Corp. (fka WAVXQ)

[buffetguy]

barge Great Post! Thanx! hey...I wonder if INTEL

knew anything about this MSFT mandate? Either get your TPMs in your gizmos or forget about the little sticker on your box that says, "Designed for Microsft Windows whatever whatever"!!!

Ha Ha Ha....me thinks Intel knew the landscape and climbed aboard real fast and then INTEL decided on Wave Systems because Mr. Softee selected Wave Systems due to its interoperability/ease of use & political correctness etc etc etc.

Don't try to fight WINTEL on its turf! Wave Systems isn't fighting WINTEL. Wave Systems is facilitating WINTEL.....BUT Wave Systems is also juggling alot of balls and has ALOT OF COALS IN THE FIRE.

I am tellin' ya.....Wave Sysems is proving very agile and adept in traversing the WINTEL jungle and it is also branching out into new markets as an insurance policy.

These guys are SMART.

[tampa123]

Barge - I think that many get it.

You wrote "(editorial note: While this has been known for quite some time on the board, it has been communicated in an academic rather than an evangelical manner. Therefore I get the impression that many here don't fully appreciate what Longhorn means to the future of this investment in the coming months."

What I don't think we fully understood was, just how long we needed to be evangelists. I don't believe Steven understood that completely either. You're no (in February) already beginning to approach conversations that take us well into 2006. While it is certainly your perogative, as a respected member of board set up specifically to discuss these kinds of things, I don't consider it appropriate at this juncture, so that's why I don't join in.

I'm feeling a bit spoon-fed, much like I'm sure Steven must feel when he has to spoon-feed the industry. We've all patiently (admittedly some more than others) waited as the years have gone by, so far, only to see the industry begin to mature. I don't blame Wave for this wait. Rather, I applaud them for their ability to usher this maturity in. But, as I was in 98, in some areas, I'm still as unclear now on the specific role(s) Wave will own in this new market, and how much profitability that brings to Wave.

I'm certain Microsoft will make a profit ~ as will Dell and Intel. And with partners like those, I'm hoping that Wave will too. But without visibility and guidance from Steven, it's all conjecture. So, before I get into 2006 discussions, just yet, I'd like to see some guidance from Wave, some revenue wins displayed, and some direction and validation of the larger business model. Steven has had 7 years to figure this business model out. Either it's going in the direction he wants, or it isn't. If it is, he should be able to articulate what Wave's exact role within it will be.

Not being critical, just want to stay in the present (February 2005) before I get into 2006.

Regards
T123

[GreenWavx]

Barge, Anyone who reads the WS Analyst Report (thanks to Unclever) can see SKS tells the world what he has told you. See my former post.
SEE Ya in Vegas!

Posted by: GreenWavx
In reply to: UncleverName who wrote msg# 71883 Date:3/2/2005 7:47:29 PM
Post #of 72344

How many different ways can SKS
tell us, Mr Softie gets it?
See Ya in Vegas!

[mark1]

Barge , from your post


on talking to SKS at IDF..

He indicated there will be a flash point when the street will finally figure out that TPMs are going to be everywhere. Right know the street is utterly ignorant about TPMs and how TPMs will cause a "revolution in E-Commerce".

So , see any flashponts on the horizon?? June is coming, perhaps the street will "see" when Dell rolls out 1.2 across all product lines?

TIA
Mark1