Wave Systems Corp. (fka WAVXQ)

[player1234]

"I think we are in for a lot more confusion before this becomes as clear as mud."

VH,

I think two things have happened based on the recently published findings:

1) It should now be clear to everyone that Dell is NOT doing the selling for Wave. They are doing the lead generation. Now, not only will Wave need to be called in for the upgrade sale, they will be called in for the FDE sale for large customers. (See point 2)

2) The reports will put large prospects into an "analysis paralysis" mode. As you said, things will be "as clear as mud" and people will want definitive answers before making large investments in the technology, IMO. This will mean longer sales cycles in general and more resources required by Wave.