The Intel and NSM deployments are obvious as Wave has licensing deals with both.
As I have said before, my hopes are high that the direct selling of ETS by Wave to the existing IBM and HP machines as well as orders of IBM and HP machines going forward has seen sufficient results already to offer guidance based on business transpiring as we speak.
This is my only hope for revenue guidance, as I believe the Intel/NSM licensing revenue can't be gauged at this point unless Intel and NSM are willing to let Wave divulge the numbers.
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