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Re: dig space post# 237613

Wednesday, 06/25/2014 10:24:13 AM

Wednesday, June 25, 2014 10:24:13 AM

Post# of 249172
"Just a couple of points from the SHM presentation I don't recal seeing elsewhere...

VSC, launch etc. It does look like they have at least one customer who may well be able to pull the trigger soon upon release. It is a big company. It is not GM, BASF, or BP. One of those three did express interest a bit ago (them asking Wave, do you have a VSC capability?). They are clearly hoping the big new customer buys on or near launch, that notion is definitely on the table. Claims that there is a significant who jumps first barrier to VSC, expects snowball effect on VSC. Expects competition to arise rapidly on VSC upon demonstrated Wave success on this. Currently mutliple pilots. v1 lacked comprehensive management tools."

I think this point was one that was made by SHM participants. It was what I was pointing out in my posts prior to your review. Since this chap isn't SS, whose attention to accuracy was economical, there's no reason to suppose he is making stuff up.

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