unixguy, I can understand why someone would be willing to wait to invest in Wave Systems stock today. The ramp up for Wave revenues will be fast, and there are no revenues now to fortell when that will happen.
But, you write that the market is "still a few years away". That doesn't make any sense to me and this will be my only post to you on the subject since you seem to enjoy repeating this inaccurate statement.
The IDC forecast is for 60M TPM PCs to be shipped this year. That is almost a third of all PCs shipped. Next year, they are claiming more than half. MSFT operating systems reside on nearly 80-90% of client-based PC stations. Next year, at June, Longhorn will require a TPM to get Logo-certified. These facts directly state that the market is forming up this year, with a strong push mid year, into 2006, where more than half of every computer shipped will have a TPM. That is less than a year and a half from now, yet you believe the market is 3 years away.
Wave's revenues are not possible until TPMs ship in volume. TPM 1.1b represent only 5-7M of the existing 25M TPMs already shipped. Wave's market today is, indeed, very small. Starting this year through 2006 that is going to change extremely rapidly as IDC, Intel, MSFT and many other computing companies, as well as standards organizations and global governments have already publicly stated.
Believe what you want, but there is no evidence to support your claim of several years. Good luck.
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