Replies to post #73714 on Wave Systems Corp. (fka WAVXQ)

[cmf]

Morning unixguy,

Wavx currently has the only TPM ETS software for sale on dell's site. A TPM is useless if you don't enable the ETS. Why would you spend extra for a TPM PC if you're not going to turn it on??

The activation rate may not be 100%, but it'll be alot closer to that than your 2-5%....

[awk]

unixgiy: You are so transparent...

Switching between LD's board and this board...enlightening us with well known numbers over here, blasting the company over on the other board....but always attempting to spread doubt.

If I were Snackman I'd delete all your posts without exception!

You'd have a much more accommodating space over at Yahoo!

[Vacationhouse]

Unixguy,

Steven was fairly clear.

5% of Dells sales

35 million computers

North of $10 each

North of 17 Million for Wave

Since 85% of those 35 million sales are Government. I say it looks like a lock.

FWIW IMHO

VH

[StocWatcher]

For the Record...

1. "Wave reported a net loss to common stockholders of $14.5 million, or $0.21 per basic share, for the full 2004 year,"

2. Wave receives just "north" of $10 per ETS software "Purchased." (not necessarily activated, which could lead to additional revenues).

3. Dell shipped roughly 31,000,000 computers in 2004. forecast growth of 10% for 2005 equals just north of 34,000,000. http://www.itnetcentral.com/pcworld/article.asp?id=14232&leveli=0&info=PC+World

4. Basic math 16,000,000 break even for 2005 (added a bit for good measure) equals 1,600,000 "purchases" of ETS software which "Dell Recommends." this is the "5%". It is NOT roughly 3,000,000 computers with ETS "purchases."

5. Obviously in 05 all Dell computers will not ship with TPM's, however that's where their headed.

6. Waves gets a bit less than $1.00 for every Intel MB sold with a TPM. Inclusion of TPM is headed to 100%. How many MB's does Intel ship annualy? "** Motherboard units set a record"
http://www.intel.com/pressroom/archive/releases/20050111corp.htm

7. This takes into account none of the other revenue sources.

8. I don't like the "Shelf" anymore than anyone else including Steven. It's a "means to a beginning." As I understand it Fred Smith (Fedex) made payroll in Vegas. http://yahoo.businessweek.com/magazine/content/04_38/b3900032_mz072.htm. Shelf looks a bit safer.

9. Looks like not much more priming will be necessary to get the engine running on it's own. And it looks like it could be a real race car.

10. 250K for '05 might be just a bit short ya think?

11. Think I might pick up a bit more.

Stoc