Replies to post #72956 on Wave Systems Corp. (fka WAVXQ)

[RootOfTrust]

go-ks/buffet re: Intel/Wave "assumptions"

I agree...the assumption Intel will use Wave firmware (CSP) for their wireless trust platform is a reasonable one. The key as I see it is how the CSP enables Wave's trust server products. Without the server dimension you have no networking to speak of. Dell sees this on the PC platform, and it helps drives the Dell/Wave relationship. Wave is the only company to offer server-based trust applications for TPMs.

Wave has first mover advantage in the TPM server-based infrastructure. It's still so early...heck, ACM is not even an officially released product yet. Intel and Dell understand what Wave has and they are in the early stages of deploying it.

AIMHO.

[go-kitesurf]

It was more for those that were reading the discussion, not you directly. I think its important that people (lurkers/readers) understand that there are a lot of loosely correlated assumptions going on here. Many investors here have way too much money tied up into this investment based on assumptions, imo, and it should be known that although contrary to popular belief, nothing is a "done deal". Heck, half of what we need to know is undisclosed and secret. So I am trying to maintain a very realistic view that yes, Wave has a lot of good things going for them, but lets not get ahead of ourselves here.