Root: Maybe I misread your post, but it seems to me, if you build a product with a certain market in mind and that market simply isn't there, one can lay the blame at the feet of the mftrs of that product for choosing that strategy in the first place. In a nutshell, isn't that Wave's issue? Only we now blame the market for "not getting it?" They get it. Wave doesn't, IMO.
Wave predicated much of their future on exactly what you said, the proliferation of TPM-equipped PCs--and we were told all we had to do was wait until the TPM equipped machines reached the tipping point, which was estimated at starting at about 50M machines.
Well, here we are with over a billion and counting, and Wave is still unable to sell or make headway. Yes, one can place some of the blame on the trusted computing group, but hardly all of it.
Wave has never had a successful strategy--rent to own; Haup card; the dongle; FinRead; data-casting (WXP); TV Tonic; or Embassy (V.x). I may have left some of them out, but you get the picture.
It seems to me, Wave is now chasing its tail, trying to push the VSC 2.0 into a paradox--a stubborn and resistant market, absolutely starved for solutions to the insecurity.
Perhaps Wave just needs a bit more time. I doubt it. I think if the Wave solution had merit, we would see some take-up from desperate companies sitting like big, fat geese waiting for the hacker foxes to come along and grab 'em for dinner.
The longer we go without a significant sale, the less likely we are to get them, IMO. Maybe I don't understand the sales process well enough, but I think I do. You have a need. I have a product that satisfies that need. I sell you the product. End of a happy story.
I believe the excuses about long sales cycles, the standards enigma, the govt. hoop-jump, the lack of Wave's financial stability--and all the rest of it are just that--excuses. If Wave had the goods that satisfied the customers, they'd be selling, IMO.
Throughout this long slog, the supporters have always had legions of excuses why Wave was not selling product with any vigor. IMO, the excuses had not much merit. The problem lay with the products, IMO and not with the customers or the market.
Let's revisit this same argument in the Spring when we will have the Q1 numbers to digest. If there are no significant sales by then, would you agree then, there are some underlying problems with the product?
Best wishes for a great 2015--Blue
