JM Dutton: Folks, don't get TOO excited...
I've read JM Dutton's research over the years. You know, for what it is, it's often **pretty** good. But, what is it?
Hate to be sawing anyone's buzz, BUT, JM Dutton is what one might politely refer to as a COMPENSATED investment research firm. In other words, Wave has to "subscribe" to their service for a fee and then a Dutton researcher/analyst will be assigned to write a report about WAVX.
(This isn't truly INDEPENDENT research. Of course, knowing as I do how industry analysts--which are different from financial analysts--like Gartner and Forrester work, one has a right to ask: Is there any such thing as independent research? There is.)
Wave has been so far OFF the traditional Street radar screens... and had SO MUCH baggage from the past... that I'm not surprised that Dutton is being used as A door back to some level of awareness.
But, what's MORE interesting is how, opposed to some years, Wave Systems is now actively taking its story to the Street...or various aspects of the Street.
This reflects a confidence that with the Dell deal in hand (and some other developments) that there is MORE of a story to tell.
Best Regards,
c m
