Alea,
if you are stating that you feel it is wasted energy to understand why sales have been slow, I disagree.
The reasons I listed are facts or near facts. The list is obviously not exhaustive.
One needs to understand context to understand the present nature of the opportunity. One needs to understand context to know if past problems can be overcome. There are a variety of other reasons to need to understand slow uptake.
The problems Wave has had can be overcome. If anything, the size of the opportunity has increased. The general interest in data protection has increased. OEM companies have continued to expand TCG related devices. These are all in the plus category. If these were all running in the opposite direction, most would have much more concern and a lot less interest.
Everyone including Bill understand excuses are no longer intriguing to investors. Everyone also knows sales are needed.
It's always nice to have accountants measuring things, but one needs to first surmise if there will be anything that needs to be measured.
