go-kitesurf - I believe you are extracting words that just weren't in my post. I never said guarantee for anything. I believe that I said (you can check) that a good 'measure' for future performance is past performance. I did not say anything was guaranteed.
My expectations are similar to yours. I too expect shipments (although not a large amount) in this quarter, although I can't prove that they are already occurring. Can you?
My main point is that what Steven says regarding shipments only speaks to the credibility of what he's being told, not what he himself controls, or is willing to provide contracted guidance for. When guidance numbers begin to emerge (probably beginning in 2-4 quarters) from Wave, that's when you'll know we've made it. Until then, we just keep our fingers crossed, buy more shares on the dips, and wait.
Kinda like we have been.