Dory _ I agree with you, and now is the right time for all of that to come to the forefront of Wave's priority list. I also agree that some of our partners (Seagate more specifically) has found a way (even if Wave gets credit too) to monetize a portion of Wave's business model ~ and that's very good.
For this I am excited over the possibilities in the next quarter, and thereafter. Where I'm still less excited is in the facts that:
1. We've had a relationship with Intel and Dell for quite a long time now, and don't see the hockey curve following the normal path that Steven's explained on several prior occasions. It might be 1-quarter behind, and I hope that's true. But if it's not, this has become a portion of Wave's business model that has passed the point of "tell-me" and is well into the "show me" phase. So far ~ not revving to my expectations, or previously stated CFBE remarks.
2. We've been trialing, tribulating and all out pushing enterprise upgrades (in production) for the past year now. There is no one that tests for that long. Probably more true is that I do not know of many companies that would let another company trial something for 1-year without buying, or moving on. So this is another extremely critical CC item of interest. If we don't see revenues coming from this channel, then it tells me that Wave's Remote TPM Management SW is being met with some resistance. That doesn't mean "bad for Wave" in the mid, to long run. It might mean that companies still haven't been convinced to turn on their TPMs, and begin using/managing them. If that's the case, one good lawsuit from someone (like one of us) who has their personal information stolen from a large company, and already knows that security capabilities exist in most PCs today ~ and aren't being used, will take care of that problem. So while I'm not severely worried as to whether this will ultimately succeed, I do admit to being a bit perplexed as to why it's not being sought-out and used by several (10s if not 100s) of companies (Fed and commercial) already.
Even if the contracts aren't being announced for security reasons, the revenue still needs to be reported by Wave in the right bucket. This are should have already taken off (somewhat) by now ~ and we haven't seen it. This is an important part of Wave's business model.
Finally, I want to see something (revenue, orders) coming from all of the TPRs, and I want to see some SIs (EDS, Accenture, HP, DELL) and other marketing/partnering relationships begin to produce something tangible for Wave ~ Revenues that can be announced.
OItherwise, we've still got a ways to go. I don't mind this if I know why it's taking this long, and what's being done to accelarate it. If I hear nothing about it ~ that's when my mind wonders...
AI
