Wave Systems Corp. (fka WAVXQ)

[aleajactaest]

hi mmbg,

i think the argument is that there's a bridge between os types which the behemoths cannot easily cross and which in the end must be the tc vision for the enterprise market.

so far that argument has less purchase than it might. perhaps this is because the os vendors are keen to control their own consumer communities and this makes things hard. perhaps it is because wave's own focus has mainly been in the windows market and a lot of what folks get is "free" in the ms sense. perhaps it is because tpms haven't yet made it in mobile where the android os dominates, so bridging the divide seems less imperative. perhaps it is due to product issues at wave (eg it seems to have built sederas products which don't scale terribly well).

who knows. as outsiders it is impossible to know the market except through seeing the results.

wave needs some sort of method of mass entry to the market. for the moment, in my view, price is less important than breadth. the thing i'd like to know is how many enterprise software units are active quarter by quarter.