AI
Monday, June 28, 2004 11:26:18 AM
allman - Here's my position.
Just showing some passion --- that's all.
Many are focusing on the volume of TPMs into the market. I'm way past that as a foregone conclusion. I know there's gonna be millions, and Wave will make $.25 - $1.00 per depending on price pressures.
I want to see Wave's vision unfold publicly for how they expect to take advantage of the fact that millions of TPMs are a given. You see, I've learned my lessons with Wave, and with behemouths like MS, IBM, etc. very well over the years. Wave's stealthy posture up till now may have got them to the dance, or table, but it also cost them a little.
To get first mover status, people have to know what you're doing, and that you're the first one to be doing it. I can't think of a good reason to remain in a stealthy posture now. If Wave is going to be the trusted third party in the evolution --- say so. If they're going to be the key-master ---- say so.
Why not get it out there now, and show the market what you're doing? Why give others a chance to scoop you, and take away some of your thunder. I've been invested in a company for 6-years, and I still don't see publicly how they're going to define and capture their market.
That's my real concern.
T123
Just showing some passion --- that's all.
Many are focusing on the volume of TPMs into the market. I'm way past that as a foregone conclusion. I know there's gonna be millions, and Wave will make $.25 - $1.00 per depending on price pressures.
I want to see Wave's vision unfold publicly for how they expect to take advantage of the fact that millions of TPMs are a given. You see, I've learned my lessons with Wave, and with behemouths like MS, IBM, etc. very well over the years. Wave's stealthy posture up till now may have got them to the dance, or table, but it also cost them a little.
To get first mover status, people have to know what you're doing, and that you're the first one to be doing it. I can't think of a good reason to remain in a stealthy posture now. If Wave is going to be the trusted third party in the evolution --- say so. If they're going to be the key-master ---- say so.
Why not get it out there now, and show the market what you're doing? Why give others a chance to scoop you, and take away some of your thunder. I've been invested in a company for 6-years, and I still don't see publicly how they're going to define and capture their market.
That's my real concern.
T123
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