Replies to post #75175 on Wave Systems Corp. (fka WAVXQ)

[brant_point]

I do.

I assume the PPT presentation will be a lot like the presentation on Wall St last month, but it seems senseless to pay 33K to re-do the same talk without a little added guidance.

[buffetguy]

eamonn....if Dutton initiates coverage of WAVX

then Dutton MUST give guidance. No ifs ands or buts.

It doesn't make much sense for Wave to be presenting at Dutton and not getting coverage. But hey....who the heck knows anymore?

[TheBerkshires]

SKS must offer more to Dutton


than he did last month on Wall Street. How can Dutton list any target price without numbers to support the target price ? Just showing a slide of how many computers will have a TPM in the coming years doesn't cut it (when coming up with a target price).

The question is, if SKS does not give guidence (via numbers) and the 12 month target price is less than $ 5.00 (which is approximately a 500% profit from next week)...will anyone here be upset?

Question: Does coverage (via target price and rating) begin on April 5th or is this just the presentation ? If coverage begins, the target price and rating is already calculated via advance copy/numbers from Wave (to Dutton).

[xxxxcslewis]

SKS will make his standard presentation but no guidance.

My guess is Dutton will provide guidance on Rev's and a share price target based on its "research".

[Wildman262]

Eamon, if not at the Dutton conference, it will be shortly there after. I think the conference will produce general numbers that will define the number of TPM's that will ship and the % Wave will need to break even. It may take another quarter or two of Dell shipping TPM's for them to get comfortable releasing what has been internally forecast.

[dhamster]

ES: Post 27th April is my guess.

Dutton can only report upon what is known. If Dutton hang fire until post 27th April, then whatever WinHEC divulges would enable Dutton to publish information in the public domain. I would have thought that WinHEC holds considerable potential for Wave/its products. One doesn't stump up $33k for analysts coverage on a regular basis and one should look to maximise the opportunity.

AIMVHO of course.

Hamster