kikaro,
I think much of what you said is correct. While I am not sure the tide has turned as much as others believe I do believe it has become more predictable and stabilized.
People I talk to have taken a wait and see attitude towards the quiet HP connection. There have been too many big names in the past that have not resulted in revenue to claim a big victory yet. Yes, I know that statement will bother some here.
However, what we do see is what many here have noticed, the unmistakable growth of the SED market. To me, and others, that has provided a solid base to allow the company to focus on the growth and additional OEM area. If you know the lights will stay on and the employees will be paid you can concentrate on the next phase of growth and the financing, management and facilitation of that.
Will we see a retracement of the share price back below $1? I don't believe so. In the past, major moves up in Wave have been driven by unfounded speculation followed by reality. I believe that, while some of the current interest has been peeked by the HP reference, the solid base is built on the stable revenue of the other markets. A major barrier to success has been knocked down. Major risk has not been eliminated, but it has been dramatically reduced.
player
AI
