edit: i don't think ANY people outside Wave understand what Wave is doing!
you say they're being paid to be in the box, yet when Oppenheimer asks SKS to address the issue, he dances. Do you *know* that INTC is paying Wave?
i don't.
"billions of deployed devices in 10 years" -- no dispute there. Will Wave exist in 10 years? printing new shares on a near-quarterly basis.
"We don't know 10% of what's going on." i agree 100%. that is a big problem IMO. if this group doesn't know 10% & the CEO won't discuss deployment rates or rev projections, what do you think Opp. thinks?
"I am in the camp that believes in a few years Wave will be doing very well." that remains possible, but there are massive hurdles to overcome first.
"Wave certainly has the capability to announce news quickly" You mean like Peter saying in MARCH that there was a SERIES of PRs that were to be released in "LITERALLY a few weeks" ?!? (33 weeks & counting since he made that statement)
"but a lot of people here aren't interested in your details." why should they be any more interested in yours, or yaya's or Snack's or DJ's or CPA's or AWK's or ANYONE ELSE?!?
"If you wanted break-even revenues today from sales made in July and August, you haven't been really educated on Wave, and their timeline, and you should have saved yourself some time by investing 6 mos from today."
i wanted some meaningful guidance on deployment & rev projections... i would have been happy to hear SKS confirm his break-even projections from last CC & maybe give us some visibility into deployment (e.g., we've moved around X thousand units of ETS, NSM is shipping in X thousand quantity, etc)
didn't hear anything other than a lot of "cool", SO, ummmmms, errrrrs, & the sound of tap dancing.
in addition to the same old tired schtick about the keys & even the same old tired joke about HP's boring book!
worst CC i've heard ever.
not just from Wave, worst ever...
PS trustcuz -- a bit better than your posted strategy, eh?
edit:
MIG -- that wasn't "my" example -- somebody else hyped a $300Mil buyout. & yeah, i think i posted that the $260Mil in losses would be attractive to a buyer who actually makes money. But if you buy the company you get the mgmt (or have to compensate them to walk away). You really think the sprague way works in the rest of corporate america? c'mon!
BTW, i had a GARAGE SALE this summer that made more $ than Wave made in product sales in Q3!
AND, the NEC activation rate question WAS asked... SKS danced.
