Replies to post #236258 on Wave Systems Corp. (fka WAVXQ)

[player1234]

Show me the money.

[dig space]

on the Samsung bundling ...

the basic "minimal" features figure to be in the sub-dime a chip area. While one cannot speculate on Sam's volume, they generally move a lot of stuff.

Comparing it to Dell bundling would be a mistake IMO, we are talking more like BRCM bundling. Dell bundling was OEM bundling, not chip bundling. Solms was careful to discriminate these two things, and BRCM was pennies a chip. Basically it is the TSS and it interacting adequately with bios to have an "on" switch (IMO).

Basic client side management is more like the Dell OEM deal, which has fallen in value to around 25 cents as memory serves, but at least 25 cents can add up while the pennies thing barely buys doughnuts.

All of that said it seems the market is now fully there for SED sales and management. Attestation is at least entering the vocabulary.

[dig space]

Snackman, yours is slightly stronger wording,

this is the quote:

We have -- I won't go into too much detail, but we're seeing progress on the government side, both in the U.S. and the U.K. And we believe we will start to see some credible sales from both those governments before this year is over.

yes, it is a carrot, a modest carrot, but a carrot.

I call a "credible sale" anything in 6 digits and the language "we believe we will start to see some" gave an incremental flavor to it, perhaps even of the larger pilot type but not as strong as "will be credible deals with the British and American Governments THIS YEAR".