The debate seems largely settled and agreed upon, the difference being one of emphasis.
Using a comment by: NW "From VSC to SEDs, TPMs, WEM, EMV, Micron and mobile TC there are an assortment of hot irons in the fire."
The debate here seems to be more of 'From VSC to SEDs, TPMs, WEM, EMV, Micron and mobile TC there are an assortment irons in the fire, what remains to be determined is if the fire is hot.'
If the fire is indeed hot and the recently burnished irons are suitable for the task and if the recently replaced iron-wielders are up to the task then, according to plan, it should be visibly manifest before the end of the year.
brant_point pretty much nailed the point, if I can paraphrase 'did Bill fall for it too?'
That certainly has been on ongoing question in my mind, and short of obvious sales the only way I can see to try to determine this is to look at others - those that are not Bill, and are not Wavoids.
To this end one can only look at partnerships and agreements, however weak a proxy they may be. What would be nice would be to see dependency - skin in the game. It is one thing to partner with a small company to include their products (WYY, Samsung, presumably Bell), but what is the worst case scenario for these companies if customers don't show up for those particular offerings? Not much. It does seem to speak towards the nature/quality of the irons themselves that Samsung etc have hitched their pony to Wave regarding TPM-dependent TC implementation (and WYY, and perhaps Bell). To me those events indicate that the product itself is not a mirage, that it has potential.
When Bill walked into Wave he apparently saw potential, but by every account of his he also saw a dysfunctional organization. If the products are generally good for the task and if there is demand, then the organization must have been dysfunctional. This is a necessary component of the potential for turnaround. As Brant pointed out, Bill (and others) could be wrong.
Like waveduke I see next to zero value in using past failure to measure the moment in this circumstance. One could argue as Blue has that there should be sales by now, but that is entirely arbitrary, an unmeasurable, it has the value of saying "that is a pretty butterfly" to which I can only respond, "glad you think so". Heaps of information from a variety of sources speak towards sales cycles, and certainly one can arbitrarily discard them or not as they see fit, it is not particularly probative in either event but IMO even less so when speaking against the many examples of sales cycles (and the stated timelines of those currently wielding the irons).
Obviously stated timelines are part of expectation management, but those timelines were not 2015, and at the most recent opportunity to push the timeline (as waveduke dutifully points out) Solms declined to move the timeline and stated clearly the plan is on track.
I am all in on the notion of August doldrums and Sept often being a pretty busy month (and not speaking just of Wave by any means).
So Labor Day will come and go and from then on the clock ticks more noticeably, ticking louder everyday for the remainder of the year.
Back to the irons (this year):
VSC - any time now, this not only brings money, it gets the console installed.
SEDs - always available, and plugs into the console.
TPMs - this really for the moment for me is VSC, VSC is 'the killer app' that opens the door to TPM-TC
WEM - reportedly being reworked (heavens knows how the last trial/deployment went, a highly specialized customized thing for something like NSA or DIA or some such), can't imagine any money this year.
EMV - one can get an affirmed agreement, but no money this year
Micron - one can expect announcements about future product directions, but no money this year.
mobile TC - are we talking android here? if so then certainly not money this year.
tic-toc
The above content is my opinion.
