Weby/Mensch- 'tis a beautiful thing to have the advantage of experience in the Wavxoid trenches. I feel like a muddy ole soldier in the allied lines in WWI seeing the new recruits getting "picked off" by snipers (bashers) as the latest scare comes through the ranks. This pattern is all too common and will be repeated less and less frequently over the next couple of quarters (maybe not at all).
The landscape has changed completely. Where we were "bogged down" without revenues at all and no significant deployment we had no sane reason to hold onto our WAVX without trading in and out of the CC's. Now, we have Dell, INTC, NSM and lots of allies coming to our assistance. Our troops are beleaguered and have taken the brunt of the offensive but reinforcements are clearly on the way. I am disappointed that the revenue numbers were only a smidgeon better than last time but I believe that this is a short-lived situation.
I am interested in what it will feel like when WAVX finally is vindicated. The management has been all-too-human in their foibles and zealousness. BUT, and this is a big BUT, I have never seen the team deviate from a core belief that WAVX will entirely dominate the area of security in I.T. The notion that we should compromise landing the BIG FISH (ubiquity and market dominance) just to post a quick couple million dollars in this quarter is foolish. WAVX is a "swing-for-the-fences" kind of company. It always has been. If (and obviously I believe when) WAVX succeeds there will be much back-slapping over the willingness of WAVX management to stay the course and not give in to a quarterly profit mentality. That kind of thinking is what makes great companies weak. WAVX holds a vision of market dominance and superior security to create TRUST. Watch the supply chain. It's starting to look like one of those chains that docks an ocean liner. BIG LINKS.
I couldn't help stating my position that WAVX is not like other companies. It is bringing a disruptive technology to a dysfunctional system by a determined process by the hand of dedicated individuals. Yes, I own a boatload of WAVX. I am entirely biased. But, then again I have the benefit of watching and sweating this out over the last 10 years!!!
Blessings to all,
Mahjah
