Wave Systems Corp. (fka WAVXQ)

[aleajactaest]

hi rot,

i think we all know that wave has some sales. when blue says there aren't any, i take him to mean there's no material acceleration.

but the lack of traction for wave's vsc when the ceo set a goal of breakeven in q4 should concern everyone.

one useful feature of having a new ceo is that we can now get a sense of whether the old ceo was a major factor in the lack of progress. one year in and it starts to look like there may be another underlying issue.

i doubt it is the poor quality of the sales people. many people have tried and none have made consistent sales.

blue thinks there's an issue with the product. but vsc is a new one finished off by new designers.

for myself, i think standards are influenced by incumbent operators to suit themselves. and this may be the real problem. nonetheless, i am hoping solms can figure a way into the market.