Having watching this board for long time I would like to make following comments:
1. There are a lot of dreamers and wishful thinkers posting all kind of unrealistic forecasts about stock price:20, 200 and so on. The reality is that Wave has few millions own capital and is desperately struggling for survival. Whether it will survive or not the next 2 quarters will decide. Until then keep your breath and pray. It is about to be, not to be or have again an immensely diluted stock. If the revenues are not going to grow over $4Mio./Quarter the survival issue is going to be more than critical.
2. It is utterly wishful thinking to believe HP is going to depend on Wave for TPM. Dell is another story because it basically ceased any real own R&D activities and therefore has no much choice. HP has not giving up its old philosophy that nothing is better than what is developed in-house. The Carly time has been an exception in this direction. Mike Hurds is not going to make the same mistakes. The time when a tiny company could turn the market upside are gone in an established industry like the computer industry are gone as well. The giants are not letting this happen. As soon as a small company is showing a promising product it is either swallowed or driven out of the market. In Wave case a takeover is not realistic because of its huge debt which inflates its price enormously unless there are tricks to get rid of it.On the positive side Wave technical staff is outstanding and could be of interest to any company. So where does it leave Wave? With a decent survival revenue it could penetrate some governmental and enterprise market which could lift the stock price to few $. From there on it is open because the competition will become fierce and own resources remain scarce.
3. There is no question that Wave management thinks big, speaks big and arises enormous expectations which are hardly justified. The facts are that until less than a year ago Wave was just hype not having a real product. Now there are some outstanding products available but the marketing skills and power are at least questionable. If one is watching the management statements over the years, one has to wonder why Wave is not in the Microsoft, Google league! Therefore whatever statements are coming from Wave they cannot be taken entirely serious, too much noise for very little real stuff. Lets hope thing will converge and the statements will reflect more the reality which right now is very grim: lowest stock price ever and survival most questionable. No words will help to cover this reality just figures.
AI
