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Re: dig space post# 213660

Tuesday, 08/16/2011 9:33:45 PM

Tuesday, August 16, 2011 9:33:45 PM

Post# of 249198
hi dig....it will be interesting what transpires for Wave over the next 12 months. I think Wave will come out with something about their Cloud Services soon. They will start getting something going in the mobile area in the not too distant future. If partners are implicated it will bode well for Wave either as an independent or possible as a T.O. candidate. They may have another .gov continuation deal which will serve to hold them in the space. If the 6-20 deals we have heard about start to dribble out in a fairly consistent pace over a feq qtrs, I see Wave continuing to gain more attention in the space. Toss in something good from SignOnline as things have been rather quite for awhile. I also think the NSA Conference might kind of be the starting point for the build up going forward. I kind of have the feeling that BEWML will add on some more and possible look more like a GM by the time all is said and done. So, if all goes according to plan, I expect Wave to be in a different place this time next year. As it relates to a T.O. offer, I would like to see Wave get above $5 on their own and stabalize. If all this comes about, then I definitely believe the offer in the $1B area is feasible. A lot has to go right that is for sure. From what we understand....Wave just won a contract over a $7+B company. If they continue to win deals the inevitable T.O. will probably be a very strong probability. So much cash on the books at the bigger outfits right now. Lots of buying power. I agree with you....I would much rather have this scenario than the alternative.

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