Hi Flyer!
Good to see you!
Was just hoping everything in your life is doing well and fine?
Hopefully you and yours still on your honeymoon? lol!!!
The only sure way to be sure about our investment decisions with this particular stock at this stage of the game is to see them through. We have waited this long, so a while longer is not really going to matter.
I am not as optimistic as many here are about the time tables.
All the predictions and numbers analysis.
All the companies involved with various projectioins of "ramp up" and the governmental sector, FIXs , etc, are all great and eventually may well turn into firm orders for Wavx.
But I simply think it is not as soon as a whole host of others.
No doubt we are a lot farther ahead now than a couple years ago.
But what I see is a lot of posturing and positioning going on within this space, for those involved at all levels of supply, to determine their leadership roles and levels of pecking order if you would.
And there is the timing thing. Everyone who has ever done business with the government knows that it is an endless time consuming process before order #1 is ever awarded, Sure, they want to be sure they are on the cutting edge of things, but that doesn;t mean the orders for wholesale transformation are going to be let anytime soon.
Trust me. Been there and done that lots of times.
While Wave's quarterly revenue has increased recently each successive quarter, let's face it. The amount of revenue is, well, yaaaawwwnnnnnn, pardon me, rather minimal and it still means we have a burn rate that far exceeds our income (cash flow), thus leaving us in a vulnerable cash dependent and capital raising position STILL.
Yes Virginia, more dilution to come and for those who are of the mind it will only be one more time, well, I hope you are right but I don't think so.
SO where are we?
We are here and yet still looking for meaningful revenues and sales. We are still trying to persuade people to buy our products and solutions, hence all the demos, which only screams out to me that we are far from a household item and still have to prove ourselves to everyone.
We are approaching the door after climbing the stairs from the basement. I can see some light under the door.
We are far from where we started and have transformed ourselves more often than a chameleon. Kudos to the company for adapting to change and having some adaptability.
As Weby like to say, TTT. THey still do and will take more than you or I ever imagined or thought.
Hang onto what you got. Buy more if your faith and confidence is strong.
This new disruptive arena we call Trusted Computing is still and ever evoloving and a long way from being settled, though it has finally emerged from its cocoon.
It is time to grow and make its presence known, to become a word that is easily recognized and understood by the masses of the IT world.
But growth and recognition take time.
We just recently got industry standards and are still wotking on more and others so , one step at a time please.
Thankfully the TPM's, 1.2's are starting to ship. That is the basic necessity and the first step in this process so we should be glad we have made it to here so far. How long till the bigger revenues start flowing and we are not dependent on financing? Now there is a real question.
I guess it depends upon one's level of Kool Aid.
Sorry for the long ramble of thoughts. I don't speak very often anymore. I do hope you are well and happy.
My best to you always,
micro..
AI
