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Perhaps the trickle before the flood. :)
Countryboy.....lookin good. Keep the good stuff coming!
I sure like the looks and prospects of that integration!
The market is just now engaging and Wave is right in the middle of it all and benefitting from their first mover status. JMO
The direction is clearly progressing towards a layered hardware/ software configuration so I think multiple layers of security will coexist in the new security ecosystem. JMO
jakes_dad.....I'll be joining you
toro....I agree. Dig has been spot on quite a ways back with his foreward looking analysis. We have some great posters on this board who bring genuine DD. So thankful we have such great folks in this investment.
I disagree totally.
dig....good post. I would like to hear SKS address the ramp up in hiring altogether. If we got included in a multi-year contract with the Govt for several hundred million I guess everyone would instantly change their perceptions about Wave. But it always seems a mystery with Wave. Maybe they are in a catch 22 having to play everything close to the vest. I understand that. I would like to see some new blood on the BoD on this next round. It is time for more change here imo. And I think a strong COO should be running the day to day business with a focus on generating shareholder value for the investors and performance tied to metrics. You have to agree what a juvenile mistake to schedule a cc before the numbers are officially signed off. If that happened at my company heads would roll like real quick. I agree with others that Wave management must see the future and adapt to it in advance and equip themselves with the right organizational setup to prepare for and to execute for success. If Wave can't make this change then perhaps they should focus on a ramp up to sell down the road in a year or so. I just don't see how they can continue to operate in the same way as a management team. They need to shake free of the gridlock and adapt toward the changes needed imo.
bspencer....good post. Maybe over the next year or two he can swing that carrot in front of someone with lots of buying power.
wavedreamer.....I like 'em also. They can fit into those niche places and carve out a place no one else can get to. And then they grow up just fine and end up the apple of someone's eye!
wavedreamer....I just feel relieved to FINALLY have some information from the 10K!! I look forward to the cc and hearing about our prospects going forward and current activities, etc. I've already thrown the rear view mirror out the window!!
Al.... Growing pains are part of the journey.
dig.....thanks for your analysis. While we have certainly come a long way since our 1st million dollar quarter, we are (in my view) at that middle place where we still have a little ways to go to really get everyone's attention and the company starts to really gather serious momentum based on the rev and cash flow growth. I guess when we get about $75 to $100 million in annual revs we will be in a whole new place as a company. Still a ways to go. Perhaps the DoD will bring about the winds of change. Here's to hoping. All JMO.
Mig.....just gives those with $ a little more time to accumulate if they so desire. JMO
it must be a good sign when everyone wants cheap shares. I will be right there with you gettin all I can. Good luck.
waverider.....I was right behind you this a.m. Got filled on a nice little batch of shares.
Looks like at this point it is a non material event in dollar terms
stjoe.....I may be in the ring swinging away with you tomorrow. Let's see what the opening brings. I have an order in already. Never a dull moment in this wonderful world. Peace.
stjoe, those are excellent questions I want to see answered also.
Buckner, it is certainly frustrating. I am sure they we clarify as soon as they can.
Buck, that probably wouldn't be a wise thing for any corporate insider to be doing tomorrow and I'm fairly certain they won't. Maybe it's a buying opp for us chickens though. To each his/her own decision.
Al....well, the timing was certainly funky no? I guess they stretched the clock to the very last minute hoping to resolve the matter. These type of things can sometimes be more technical in nature than material. I mean, Safend is certainly not some kind of gigantic financial behemoth we have absorbed. It could just be classification related and how they were implementing Purchase Accounting. It can be a complicated area sometimes. But let's face it....the timing was bad. No question about it. Me and my crazy self....I went ahead and put out an order underneath. Maybe I get lucky for once with this investment. But personally, I'm going to hold out for a better offer in a year or two which in my opinion I think has a decent probability of occuring. Just my opinion only!!
Mig...I waited this time. Wired my cash in today. I am ready for any post cc weakness and will be accumulating
I think many of the big players are consolidating the product offerings. Wave did the same thing in their realm with the Safend acquisition. Maybe Wave grows up a little more and then takes out WinMagic. But one of these days.....
Norton.....Dell is assembling a portfolio of various security offerings as part of their overall strategic direction.
dig....I think the DoD opportunity is still very much alive. JMO
wavedreamer....thanks. Things do appear to be finally coming together. Being included in this infrastructure build out will be very exciting IMO. It is high time to shake em off and run as they say.
Al.....what year?? :)
wavedreamer......how long do you figure before we see a durable double digit Wave SP?
tkc....at this stage they can do it so easily when everyone jumps on board with it.....like a self fulfilling prophesy aided by longs and long traders themselves. One of these days the tables will be turned IMO and I can't wait to see it unfold.
This post is simply not true.
So the company's mkt cap dives down to $150mm in the process of all this. Just more reason I see a buy out from $8 to $10......hopefully soon.
dig....I believe we have a group of folks just buying some shares and then turning around and intentionally selling it lower.
dig.....hopefully at some point soon the trends of old are remembered no more. It can't come soon enough for me that's for sure.
Dig.....maybe we are in the bloody buying opportunity time you referred to not too long ago.
Based on how I think today I would take $8 and run for the hills
wavxmaster......as long as Wave gets pulled through the channel...it's all good. Seems like I remember SKS saying that we might see the System Integrators moving forward with their assembled tech package. From what it reads like, they have all been working together behind the scenes for a year and a half getting things set up. Hopefully its about time to go live with all of this. 2012 has got to be the year.