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Re: what's 15 years between friends?

By: 4321 in ALEA | Recommend this post (0)
Sat, 28 Jul 12 2:49 AM | 73 view(s)
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Msg. 09064 of 54959
(This msg. is a reply to 09061 by loosechange)

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Good questions.

Yep, no $'s attached to the announcement for the 15 year contract and no $'s attached to the partnership by Samsung with Wave to have a custom version of Wave's software on all Samsung TPM's to be made for Samsung existing and future platforms as well as those TPM chips to be sold to Samsungs OEM's.

If you see what took place with Broadcom and Wave in securing Dells PC's with the TPM and Wave's software, well my mind says in the absence of public Domain knowledge, would Dell allow Wave to give Samsung (a device competitor) a free ride while Dell has basically kept Wave alive for the last few years (I know investor cash as well including mine is involved in keeping Wave going).

Point is, Samsung is involved with Wave on the SED/TPM side as well as their PC's (maybe washing machines for all I knowSmile)

Nist/DOD/NAC and all the rest has not amounted to a hill of beans (yet) as far as those rich royalties for managing end point devices (SED's/TPM's) in PC's let alone the mobiles that will take another year or two to seed the market.

Not my fault it has taken so long but you know what, I'm sticking around til X-mas 2012 and if nothing is happening by then that involves Wave and this TCG shift to hardware security, I'm going back to my day job with the mob Laughing Laughing


http://www.youtube.com/watch?v=L2x6dUrZSmE



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The above is a reply to the following message:
what's 15 years between friends?
By: loosechange
in ALEA
Sat, 28 Jul 12 1:07 AM
Msg. 09061 of 54959

Countdown,

Could be 15 years worth of a whole lotta nuthin. There is zero sales commitment in this contract. Did I hear it correctly that Wave expended $5mm to garner $1MM last qtr? Translation, so far that means less than nuthin. A negative, so 15 years can in fact be bad. The time parameter is meaningless by itself and yet again, that is all Wavoids have to hang their hats on. Net Net matters, and so far each WAVX qtr has been nyet nyet. My shares have been written off long ago yet I look for surprises. Meantime, more 52 week lows. It's just the WAVX way......

"
By: 4321 in WAVX DD | Recommend this post (0)
Fri, 27 Jul 12 5:35 PM | 41 view(s)
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And a 15 year agreement with Wave, can't be bad)




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