Replies to post #222274 on Wave Systems Corp. (fka WAVXQ)

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alea, its really hard to strike secret deals with the gov, one would think Wave would either say something in the next few days or they are waiting for actual drives to start to roll. PRing a pre-deploymnet engineering team makes for a cumbersome read, and SED supplies have been irregular and hampered by the Japan tsunami and the Thailand floods. If I were Wave I'd be sick of constant CC where is BEWML stuff and just PR when there is a PO and leave it at that. If the FBCB2 thingy plays out through 2013, one would be talking the 1-1.5m/q range, billed on delivery. Not earth shattering. I think flipping the whole shelf into the ATM facility was a cover all contingencies move.

[internet]

Alea.....It would appear to me that the deal is through some VI rather than through Wave itself. As such....Wave would not issue a pr regarding the SEDs and TPMs they are involved with.....Therefore....unless the VI issues a pr regarding the general contract....I would seriously doubt Wave would comment on the transaction until they receive more than a million from the deal. We have no info at this time to indicate how quickly Wave will receive any revenue from the deal although we do know that delivwery starts in the Feb/March time frame. What I found very interesting were the words the DOD used to describe Wave's important role in this deployment......hell of a reference account ;-)

My personal number of seats for 2012 is roughly a million seats. NWs info from the NSA trusted computing conference seemed to suggest that the DOD is nearly in a panic state to protect its networks and could very rapidly activate 6 million seats. Just to be conservative....I decided to go with a certain percentage of that number....and If AWK is correct..then this contract is good for 15% of my 2012 total.....nice way to start the year ;-)

Sincerely,

Jas