Your supposition is perfectly logical. It should also include the fact that the burn rate has almost doubled because Wave has hired salespeople to sell upgrades.
My reaction to this morning's events is different. I'd like to know if it's purely coincidence or not that you get a new analyst a $190,000 block (bought or sold), and an No Such Agency PR about adopting Trusted Computing at almost the same time. I have stated the position that the NSA has been determining the development of this stuff for a long long time.
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