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My summary? Great potential for this company but somewhat disappointing 3Q results. I didn't hear a lot to make me feel optimistic for 4Q results, but I guess patience is a virtue.
I'd like to see the business plan that would explain how exactly how wave will be a part of all that content distribution. Wouldn't it make more sense if apple or some already established distributor of content broadened its own distribution? Was sks saying that wave would provide the security that makes the distribtution possible? I'm not getting something.
Furthermore, I agree with rachelelise.... shouldn't we have a period of revenue growth to look forward to with the current services, without looking out to content distribution?
snackman, for months now you've been optimistic about 3q and 4q earnings reports. Do you remain so?
Ebay/pay-pal to buy verisign's payment division, also make deal for verisign to supply security services, including password authentication services.
http://biz.yahoo.com/cbsmb/051010/7c9c0ac446a14dc39d7d2099d78acc96.html?.v=1
orda, that's exactly what is bothering me.
Yeehaw! Great work, deering1. Also, thanks to Doma and dig space and foam for their previous answers to me about services and revs.
what sort of services will wave be segueing into after the ones currently offered? what do you think will be the biggest revenue producer of the services currently offered? Is anyone still optimistic about 3 Q revenues?
why would dell hold a news conference and mention wavx? don't get this at all... for what purpose?
wavxmaster and the board: so when microsoft subsumes some of wave's current services, what services and subscriptions is ss referring to in the cc? Are they currently offered services by wave? And what other pieces would have to fall into place for wave to be successful offering subscription-based services?
And what on god's earth is FIXS and how does it fit into all this? Wave would provide what exactly to FiXS that microsoft wouldn't in a year or so's time?
Vader, I, too, am currently a discouraged shareholder. I wonder how many of us there are. I identified with dig space's comment of a few weeks ago that producing a product for which there was no market years early really isn't something to be admired. [paraphrased due to memory considerations.] I, too, question the salaries. I remain somewhat optimistic, considering the deals/partnerships/mysterious whatevers with Intel, Seagate, Dell, etc, etc, that there is a chance Wave will have its time in the sun. How long it will last, however, is anyone's guess.
Good article, vacationhouse, thanks. eom.
barge, maybe you're just having a bad day. The board wouldn't be the same without your lively contributions.
dig, would you consider asking one or two of your questions?
Why would WE self-monitor questions posed to SKS? Why can't we ask these questions and let him decide if he's comfortable answering them?
Soooo... do people want to get organized and volunteer here to ask certain of these questions so that they all get asked?
helpful, did you see Doma's post 88021 http://www.investorshub.com/boards/read_msg.asp?message_id=7084080
Holding wave is an endless waiting game. Are we now waiting for the 2Q results? Any cause for hope?
Thank you for the kind and well-explained post, Weby.
Snackman, we've gone over this again and again. Once you've lost a certain percentage on this stock, it makes more sense to keep it than to sell and take your now-reduced sum of money away. Just let me be.
weby, there seems to be an inconsistancy between what sks said in the recent cc about this being a watershed year for wave and then defining that as significant revenenues and then defining that as being breakeven and what you just wrote that he said. I fully expected break-even THIS YEAR after his cc call. it's just more slippery talk to me! And Lark's comment about SIX MORE MILES! I don't have six more in me, I have maybe one or two. I don't think they give a damn about share price or the shareholders,and why should they with their salaries.
From unclevername's transcript: "Significant revenue. That would be the watershed event for this company. Is where you can look at it and say we either are or are clearly on a path to being cash flow positive."
Hi, Weets, I don't understand how this relates exactly to wave.
eamonshute, xboxes have memory cards available. Note that they're "cards" and not "sticks."
john, lol, I was referring to tales of WWI and II in Europe. Am I mistaken?
snackman I will reiterate, legitimate complaints about management are not whining and crying. Those with complaints will move on when they want to. Everyone contributes in their own way: I own many shares and have contributed to the company in this time-honored way.
snacks, you need to stop telling people with legitimate complaints with the management of the company that they need to move on. They'll move on when they want to move on.
Furthermore, I could care less if sdr and doo wop are still holding.
snackie, I think 1 in a thousand would have been more comforting, or 1 in a million, but 1 in a 100 as a reassuring thought - no.
we are not blaming management for the adoption rate of tpms. We'd like to know that he feels like he's in the trenches with us, not in the officer's tent, eating caviar and drinking fine wine.
theguv: and useless.
no, ladyx, lol, I read it and deemed it useful.
50mill, that post was basically useless.
kisamura, that post was just plain useless.
The thing that bothers me about sks is that he doesn't ever give any impression that he cares about the share price or feels any personal responsiblity for things he's said in the past - that he may well have believed - that caused shareholders to be unduly optimisitic. If it were you, would you take your 400,000 salary, year after year after year, knowing that your shareholders had lost so much money on their holdings, and not do something - anything? - to show some solidarity?
Why not BUY some stock with that big salary? Why not use some of it and market to all the Fortune 500 company IT managers to find out where the installed TPM base is?
I caught the last two questions on yahoo streaming video and both questioners seemed to give steven an appropriately hard time. Wildman, that was great how you tried to pin him down on the potential of the installed base.
I couldn't believe sks AGAIN said that wave just needs one big customer to stand up [and that it wouldn't happen soon.] Maybe he could review past ccs before he posts so he wouldn't repeat himself so much.
I've listened to these CC calls for years on end... but this year, I'm going for a long walk.
Anybody else not received their proxies in the mail yet?
tampa123, I couldn't agree more. What will he say on the next cc? Who cares, because it always seems to be off in the distance.
Good morning, Awk! "The TNC is a great additional initiative which will accelerate the integration of TPMs." Thank you for explaining that. I'm sure many lurkers were confused, too. If this stock ever takes off, it will be one of those that many people buy but never quite understand what exactly it is that they do.
weets, it's seems "gambly" to me at this point, what can I say? I hope the CC is illuminating. I hope the Dutton report is positive and illuminating.
Awk, again, the buy yesterday looks like gambling, when so much is up in the air.
Okay, awk, I will study your reply to vacationhouse and perhaps it will seem more like an astute poker bet...