Enough,
you ask how long the risk will last? Infinitely. However, conceptually the hope is that there will be less risk of failure (which implies higher price) as more is made obvious to the investing public. I don't think anyone here can tell you when you will stop pulling your hair out as it implies we know your tolerance for risk and the Wave's ability to capture market share in an emerging market.
I personally have concluded that trusted computing (TPM, secure OS, secure processor)is a forgone conclusion. However, I do not know how well the TPM only market develops pre-NGSCB and how much business Wave can capture in a pre and post NGSB world. I have been told that the TPM only market will be more than a niche, but seeing is believing. I am also very confident Wave has offerings that put it in a very enviable position as real estate in this market is being divided.
As soon as we are able to answer these questions we will be many multiples of our current share price or we will be two bits. That is not the answer you want to hear but that is the reality of the situation. Wave has enormous upside and most are here, including me, to see that potential realized as this market develops.
Effectively securing the pc has entailed an industry movement and we all know industry solutions can not move as fast as independent company solutions. Industry solutions require democratic process to move things forward and that has been the hallmark of what we have seen happen with the timing of this market. Thankfully, the main drivers of the pc industry MS and INTC have bought into the need to secure the pc in a big way. I believe that was a major proof of concept for Wave as Wave has been advocating the need for hardware security for quite some time.
How long will the risk last? It will last until you sell your stock. Whether that is at .25 or 500 will depend on how well the execs at Wave have been and will be at positioning our solution.
John
