Jazz
I respectfully disagree at this point. Wave HAS a clear idea of which models that Wave is in. They know how many latitudes are projected for shipment so I really think they have a reasonable expectation of minimal amounts expected from Dell for this year.
I also know they KNOW who they are talking with and can make some reasonable guesses about upgrade expectations this year.
I would not expect them to share them with a Wavoid at a meeting in any detail. I think Andy is requesting that at the next CC in less than two weeks -- SKS become more proactive than he has been in projecting the future. If not in numbers than I would like him to speak to the issues he must overcome in convincing a Proctor and Gamble to do a ten thousand unit trial and purchase twenty servers for $200,000.
This stock is still binary UNTIL that kind of thing is happening on a regular basis. UNTIL we know about acceptance of the model by the "Enterprise Consumers" we have NO POSSIBILITY of rising into double digits.
SKS KNOWS that WAVOIDs own a huge stock percentage of this company. I honestly believe that Wave is an absolutely unique situation. NEVER before and probably NEVER AGAIN will a public company have so many shares (percentage of float) owned by a group of investors as closely connected by shared bonds of friendship and loss over the Internet) We are a creation of a time and place..the net, the bubble, the stock, the interoperable platform vision that cannot happen again in quite the same way.
Many of us have caught the bottom many times and invested more. That is OUR problem, but IF we are not binary any longer SKS should commit to that or tell us some metrics we need to achieve so that he can commit to that. I know he still does not have that final number, but he can, at this point, tell us his minimal upgrade expectation for six months. He's clarified the 50 million. I'm sure he can find a way to give us better insight into the two last hurdles now....selling the enterprise as opposed to selling the OEMs and Wave's work on web service more concretely than before. We have had to focus on the OEMs, but that's not where the money is. The money is in HIPPA, the banks, the DoD, the stock and insurance firms who must be convinced to UPGRADE their key management security. After years of TPMs, and waiting for Godot....the call is to provide more insight into WAVE's short term situation. We KNOW it's coming...We are all a decade older...knowing WHEN becomes more critical to our financial planning every day.
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