O.K., i get it,
I just don't see the same if A then B, if B then C then if A then C
AND, if not C then not A.
I do note that Bell-ID is on the Wave website as an approved partner, I don't know what that means, and Solms did refer to a timeline for Wave+BellID products (2015) although I only can guess what that means. Given the PR, I assumed their would likely be a PR of an agreement, but I would place my assumption below a commitment for a PR in a certain timeframe. I don't do PRs, I don't know whether it is/would be natural or sensible to do one for an agreement in this case or not, whether it is a plus or a minus to do such in Wave's current position, or whether an agreement has been finalized. If the agreement is/would be material, materially binding, then one must assume it hasn't finalized.
I am not at all inclined to use a Bell-ID agreement as an indicator for VSC sales competence, demand or likelihood.
As before Wave could sign 0, 1, 10, or a million Bell_ID DAs in August and it would do nothing to inform me or influence my confidence or lack re VSC sales.
Finally, re: Bell-ID agreement, as I've stated earlier, I consider it to be as far away from Wave's normal course of business as anything they have done, and hence expect it to be slower and more complex than they anticipate (hence I didn't like the word "August".
The comparison to me is akin to "if they can't knit, how can you expect them to scramble eggs" answer: knitting is knitting, scrambling eggs is not knitting.
The above content is my opinion.
