Wave Systems Corp. (fka WAVXQ)

[aleajactaest]

the whole supply side theory has been a disaster. it's the usual gilder pattern and those who follow the model end up in the same place. if you are lucky, at best you get a bubble.

the logic which thinks a technological feature makes sales inevitable turned out to be erroneous, which meant all the research in the world of wave's products provided little utility. the notion that standards created by a group of suppliers will bind customers is faulty where standards-makers have no mandate and more standards are always in the works. the technique of trying to reveal relationships between developers only tells you that people know a lot of other folks and a second hop multiplies the relational database but it still doesn't lead you to knowledge of how the market will develop. the idea that optimism floats in the unsafe harbour doesn't mean it will not sink on the ocean mane.

all those petty kingdoms of knowledge were built on sand. if they cannot be shifted by argument, then the market will likely undermine them.

it's what buyers want that counts.