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reach567

09/21/05 10:23 PM

#95515 RE: jakes_dad #95512

Jakes_dad: .5%

Yes, maybe it is a shot in the dark...

1) I have seen absolutely no guidance from Wave (or press releases) to indicate TPM activation rates.

2) IDC has estimates for TPM deployment. To my knowledge, there have been no estimates of how many TPMs will be enabled.

3) Revenue has been trivial in the past.

Until I see numbers start to ramp up or guidance given, I am going to assume nearly NO revenues from ETS sales. If you prefer, I can revise my estimate to 0.0%

Do you think TPM activation will be higher or lower? If so, why?

I for one believe these estimates are useful, because there aren't many stock analysts following this company. Until there are additional analysts, I'll have to rely on other people who are familiar with the industry. And Investorshub is one of the best places to find these so called "experts". Many people on this board have been following Wave longer than me and have a better grasp on the technology.

I'm not saying my estimates are right, but it helps me think it thru (sanity check).

At least I'm not projecting revenues that will be LESS than last quarter. (I'll go insane if that is the case).