AI
Tuesday, October 11, 2011 8:34:48 PM
Hi Alea
I think Dig's post was experimentally provocative.
Lets limit ourselves to just the Defense Industrial Base as we play with these numbers. The DOD will be on the order of 4-7 million seats. The 100,000 contractors will be required to lock down their systems every bit as much as the DOD. Lets say they average 150 seats. That's 15 million seats. So, conservatively estimate 20 million seats of ERAS, TDM, and WEM. You can do the math. Even if Wave only averages $50 a seat it will result in a billion dollars of revenue with a recurring maintenance stream of at least 10%, as well.
This might be spread over 3-5 years.
These numbers are without phones, NATO, state level govts., other car/petroleum companies, other pizza companies, XBOX
,the Bluefang regret elimination system (BRES- pronounced breeze), etc, etc..
2-3 orders of magnitude sounds right for now. The addition of phones to the mix will send it to 4 orders of magnitude. If Wave manages to get in at the transactional layer providing applets then we will be a new tech giant. I personally won't sell till I know how that shakes out. (I know where you stand)
I think Dig's post was experimentally provocative.
Lets limit ourselves to just the Defense Industrial Base as we play with these numbers. The DOD will be on the order of 4-7 million seats. The 100,000 contractors will be required to lock down their systems every bit as much as the DOD. Lets say they average 150 seats. That's 15 million seats. So, conservatively estimate 20 million seats of ERAS, TDM, and WEM. You can do the math. Even if Wave only averages $50 a seat it will result in a billion dollars of revenue with a recurring maintenance stream of at least 10%, as well.
This might be spread over 3-5 years.
These numbers are without phones, NATO, state level govts., other car/petroleum companies, other pizza companies, XBOX
,the Bluefang regret elimination system (BRES- pronounced breeze), etc, etc.. 2-3 orders of magnitude sounds right for now. The addition of phones to the mix will send it to 4 orders of magnitude. If Wave manages to get in at the transactional layer providing applets then we will be a new tech giant. I personally won't sell till I know how that shakes out. (I know where you stand)
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