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Whitewash

05/24/05 6:36 PM

#82518 RE: willem #82490

Willem: If Dell doesn't hit big then there won't be the "next phase" for Wave period. Dell saved Wave's arse after the IBM and HP debacle. If Dell doesn't produce then there will be no $$$$ for Wave to begin another phase. Some might think Trustzone might be the next opportunity but Wave will need some big bucks to capitalize on the mobile application service space that they simply wont have access too without Dell $$$$. I'll be the first long to admit i'm selling all my shares at the first sign of disinterest by Dell. Fortunately, I believe there's very little chance Dell won't knock this one out of the park as Dell history has dictated. Interoperable backup and recovery is a huge opportunity for Dell to deliver a knockout blow to the competition. HP and the others will certainly be scrambling to jump on board in the near future just to stay in the PC market. Hang on as the next six miles might not be too bad. Jeff