Hi dig,
I keep my optimismometer away from single events as I think the price serves for that purpose: clearly many folks are a bit long-faced at present. I don't think there is any doubt that each major sale is a mountain for Wave.
I'm relying on the fact that various effects take hold to turn these mountains into mole-hills: environmental risks; the copycat effect; regulatory pressure (eg in the UK); legal exposure (eg by failing to follow best practices such as those laid out in the legal handbook); TPM evangelism by third parties (eg PwC); product dependence (eg hypervisor security) etc.
Molasses makes for a sale of the company to another provider with a client base. A dam burst makes for independence, growth and an exciting prospect.
Hi exP,
I agree, but the politics of the market being what they are, the incumbent providers will not let that happen.
I think the market for Wave's products sorta depends upon them offering something which cannot be provided by other means and that companies find useful and valuable. Whatever that something is doesn't itself have to be expensive to purchase. If folks light their trust network, then individual units of trusted equipment will need to be managed and that is where Wave will make its money.
Wavedreamer and x-point have been proposing a catalyst for some time, so hopefully they are on the right track.
