Replies to post #87235 on Wave Systems Corp. (fka WAVXQ)

[helpfulbacteria]

Rachelelise...

To this point, trusted computing has been a $0 Billion business... with LOTSA (indeed, HUGE) potential.

STM's PR move--with real numbers attached--is SMART. It's good for the ecosystem of trusted computing players and/or those who might become trusted computing players. It's good for STM to position itself as an EARLY leader in the space. It's a nice predicate for future deployment announcements.

The Trusted Computing Group should be thankful for such partners. So should Wave. Over the years, I have developed a certain fondness for Geneva.

Best Regards,

c m

[xxxxcslewis]

STM PR,

An additional point. We now know one datapoint. In Q2 a minimum of 1,000,000 units were shipped by STM. I believe Wave could disclose April and May shipments without violating any NDA or SEC provisions. That allows an intial extrapolation of a growth curve projection by anyone inclined to go through the excercise. Initial revenues occur sometime after those units are shipped. Subsequent more substantial revenues should follow in succeeding months.

In three months if similar data were disclosed for Q3, more datapoints result in an improved projection. It may then begin to become possible to roughly correlate Wave's revenues to historical shipments.