InvestorsHub Logo
icon url

buffetguy

03/17/05 10:45 AM

#74077 RE: helpfulbacteria #74061

Chris OK...it is sorta interesting.

I'll give you that much anyway.

Let me tell ya what I thought was the MOST IMPORTANT (or at least one of the most important) part of the presentation yesterday.

It is when SKS says that our revenues will accelerate when those IT managers understand that they don't have to purchase those USB tokens (at HUGE expense) because they already own Trusted Computers via their ownership of, let's say, IBM Thinkpads etc etc etc.

SKS says this right at the end of the transcript. This is a challenge that Wave Systems has right now. First, IT managers don't know they have Trusted Computers in the first place. Secondly, even if they realize they have Trusted Computers, then they don't realize that there are tools out there that can accomplishe their identity management issues without having to spend a FORTUNE on these darn USB tokens! So, it is a matter of educating/selling to these IT managers. AND....the best way to do it is via Dell Computer because you have scale and Leverage. Can you imagine if Wave Systems had to go door-to-door trying to educate all these IT folks? It would take DECADES!!!!!!

So....once these IT folks get the picture then I think you will see revenues start accelerating.

THIS IS A BIG ISSUE.

Oh yeah....I do think ENDAVO...or whatever you call it....is COOL. Trust me....

best regards to you too!

P.S. The "sheesh" thing belongs to me. Pls call me if you want to set up a licensing agreement.