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rachelelise

04/11/05 2:23 PM

#76448 RE: Foam #76444

Foam

It is either delusional or there are some good reasons to be quiet: why stir up competition earlier than necessary, the SEC overhang means minimize PRs that are light on details/revenue and heavy on potential, they will seem too "last hope", the market won't care so save up for good ones.

I'd be very very disappointed if Winhec was stealth.
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theguvna88

04/11/05 2:33 PM

#76450 RE: Foam #76444

Thanks. Chipsets and not boards? Then whose TPM's are they using? Still Infineon? And why not order the entire board? Their customers would then get ETS for about a buck, right?

I poste recently here that Gateway's latest PC unveiling did not seem to include TPM's. So they announce ETS now, but no TPM's?? Interesting.

Of course I like seeing Wave's products ANYWHERE/EVERWHERE but since it seems competition is making their way into the markets now without stealth, I would think now is the time to pull back the wraps and establish a beachhead and a name in TC.

BTW, great DD lately. Thanks.