Its kinda almost a stock now,
1. the ATM is gone
2. there is a considerable period where current WAVX participants can expect no dilution
3. the prior admin is retired
4. the goals (measurable ones) are stated.
The fly in the ointment is Dell. The rate of dell erosion.
Other than that it is a rather simple matter, can they successfully execute the plan within the time frames current resources allow. The current resources could get undercut by dramatic/rapid Dell erosion. The wildcard is Samsung pennies bundling and whether hat can ease the transition towards planned enterprise sales.
The ASM should be fun, but the next Qrep is where the Dell/Samsung numbers are which may indicate how much runway the placement bought.
but for the most part, a person can buy/sell WAVX and mostly know what they are buying. Prior to the admin change, the placement, and scuttling the ATM one really was taxed to well-define what they were buying/selling.
The above content is my opinion.
