Replies to post #73790 on Wave Systems Corp. (fka WAVXQ)

[Texastree]

StocWatcher....mighty fine post. Thanks

[awk]

StocWatcher: And today's financing news didn't change your layout one iota.

PS: We have bottomed out...now buy back all you Wavoid traders!

[buffetguy]

StocWatcher Good Post!

I am figuring about $5million to $10 million this year. Most of this ought to be in the 2nd Half.

FY2006 should prove interesting. Most of the revenue generators ought to be kicking in by then. I am looking for more than $100 million.

The above would include some PUBLIC SECTOR deals. These could be significant (a single contract could run $10 million or more).

FY2007 is a wild card. But, if i project a revenue growth trajectory (at the early part of the cycle) of 200%, then it is conceivable to pencil in about $300 million (or at least that sort of 'run rate')for the year. It could be that we see less than that, but by the Q4 of FY2007 revenues could be ticking along at $70 million/qtr.

IMHO....................

[Mighunter]

Stoc, nice post. MIG

[unixguy]

Out of the 35 million going to be sold in 05 I believe only a fraction will have TPM's next year may be a different story. Wave should have enough shelf to get to Q1. I think 14.6 million is left. But each quarter that ticks by Sp will be hurt. Q1 will be a nonevent. My guess is 70k btw.
Time will tell.

[orda]

stoc...



#4 amd #5:


IDC forecasts 20 million TPMs shipped in 2005. That's across all vendors. What percentage of that will be Dell's? Especially if IBM will have all theirs with TPMs?