Weby You're wrong. You inferred that.
my views have been expressly articulated over the years & never did i incorporate any such terms.
1) it's possible that Wave can earn a half buck or so per TPM from the ones deployed by NSM & on INTC 865s, but that is definitely NOT the biz that wavoids dreamt of for the last decade & a half (what Snack calls "a few years").
2) they might sell some key mgmt stuff @ $30, but given the dearth of sales to the existing IBM TPM base, it's far from a certitude & the early results strongly suggest otherwise.
3) as for what i think of the tech, Ramsey's point about the "sideline" biz is apt... had Wave not been swinging for the fences from day 1, they might be formidable competition for RNBO right now.
some might construe that feast or famine approach, which necessarily required an entire industry shift (instead of scoring runs w/base hits over years), hubris, or even arrogance. instead, they have burned through > qtr billion & are in at least their 3rd biz model, still beholden to approval from industry leaders & only have fumes left in the tank to climb the hill, with a grand total top line of around $1M in 15+ years.
the business does not offer the opportunities it once promised IMO & will never achieve the return some here believe... i don't believe it'll ever establish new highs, nor do i think it'll best $5.24 anytime soon... & maybe never. also think it'll be sub $1 before the end of Q2 & will eventually hafta settle the CA claims for anywhere b/tw $5 -- $20M.
a faint pulse assuredly remains, but necromancy might be a wavoid's only option by year's end.
covered calls or even some naked puts would be worthwhile insurance in order to a_void the risk of a total loss IMO.
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