In summary, it seems to me from this stuff that it is difficult to make a credible argument for a lack of demand.
The question of demand was simply not competently addressed.
Sometime around the Q3 report (or perhaps by Q2) one can assemble a notion of demand in the context of the notion having been more competently addressed. Dell did, after-all, buy Credant ... because there is no demand?? And they left Wave, perhaps less interested in waiting around for Win8 to somehow magically make Wave products attractive.
There will be those that say it is only that the market finally coalesced. Such an argument implies that a turnaround (if manifest) is coincidental on Solms hiring and that SKS was just unlucky in a timing sense.
I reject such notions of coincidence in advance.
The above content is my opinion.
