Dig...I think history,and I know wavoids hate the word because it's the boogie man- as it pertains to DELL going back was exactly that, a gambit. I think they were caught up in this new technology right from the start and I believe they felt it was going to give them the leg up.....until nobody was buying in. I see their investment in the purchase of Credant maybe along the same lines as a futures bet as well.
For the life of me I cannot figure out why the hell they never made a serious pitch to get Wave when the shares were so friggin cheap. Hell they were already in the box, probably in greater numbers than Credant.
I can only think of two scenarios and one is that the insiders wouldn't entertain any attempt by DELL and the second one speaks to what DELL thought of the product which isn't very reassuring if you are holding shares.
If that's the case, one could make an argument that Wave is pushing a different set of product..but I think maybe this in and of itself could make the case for all product they were pushing across ALL product lines during this time frame, and the reasons we have heard Solms talk about retooling these offerings. I think the DELL move verifies that in my mind.
