DRM-
I've been invested for nine years and I can't argue with you that now, more than ever, the major commitments won't be made until the revenues prove the model.
However, based on what I've heard and know -- August is a traditionally slow month, the $150,000 government consulting revenues from the first two quarters won't be there, and third quarter upgrade revenues are likely to be insignificant, I'd be surprised if we came in much above $1 million. $1.5 million + would be very bullish.
I still believe most of the money coming in in recent days are from those players who have done their DD, believe the risk/reward is intriguing, and decided the time is ripe now in anticipation of major deals closer and closer on the horizon.
But I totally agree that revenue growth will be THE driving factor for the vast majority of investors.
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