Replies to post #91724 on Wave Systems Corp. (fka WAVXQ)

[mundo]

Pickle, I like you math.

Mundo

[stack]

Thanks, I still have to read some more sec documents until I come to an conclusion with this company.

I did however listen to the latest CC yesterday. The CEO was talking about moving to a service business after initial sales. Do you have any revenue projections on that? What would that services constitute of?

Also is that $60 price a real already selling one or just a future projection? How many ETS were already sold?

I also saw a list of PCs/Notebooks with TPM ships already in there. So will there be a PCI card with TPM chips for older PCs? Also, with how many different chips does Wave Software run? I read they also support Infineon chips?

Will there be any mousetrap? E.g. a certain banking software that requires trusted computing for online users with Wave platforms?

Thanks for answering a newbies Qs...

[24601]

Does that assume that every platform shipped with Wave's ESC upgrades to Wave's ETS?

Best wishes,
John

[cosign]

The interesting thing about your numbers is that this could be
only Dell....will it all happen in one year..probably not, but
Wave has several other avenues of sales ie...Seagate, Stm, ATmel Intel Diebold,the Euro connections, and beyond Wave express/Tv tonic, ....then what about the mobile market with
pda's and cell phones...each qtr will shed more light ( real
numbers) and yes at some point the STREET will get involved.
Until then we need a few nice PR's to confirm all of the dots
you guys have uncovered!!!!!!!!!!!

[dig space]

Hit that with a 10% activation rate and you're closer to 70 cents and 20 bucks. Regardless of the claimed $60, its goingto go for a lot less in bulk. MS XP Pro lists for X and goes for Y. Review those numbers for a taste of sobriety. If you not so inclined, Her Majesty's government seems to enjoy an 80% discount from list. Now maybe ETS is more important and more valuable than the whole system OS, but then again, maybe not.

I'm as stoked as the next person to see evidence of pricing power, but your content is an example of how such notions can run recklessly amok.