InvestorsHub Logo
Followers 3
Posts 276
Boards Moderated 0
Alias Born 01/10/2006

Re: awk post# 222264

Tuesday, 02/21/2012 6:16:28 PM

Tuesday, February 21, 2012 6:16:28 PM

Post# of 249374
Sorry, Awk

Poorly written on my part. When I referred to the average investor, I meant a non-Wavoid. Someone who has not read this board and has very little knowledge of the workings of Trusted Computing. In fact, unless you either were monitoring this board, or reading the federal database listings every day, you wouldn't even be aware of the Army contract. That's why the price hasn't moved on the good news.

That's why I commented on how much of the price surges in the past must have been wavoid fueled, because if the "market" doesn't get the significance of the Army contract, how much more miniscule was their understanding of the opportunities Wave faced five years ago? Or, ten years ago?

But the change in the market's awareness of Wave is coming-once Wave posts the financials associated with these first big federal deals.

And, FWIW, I expect Wave will net at least $80 per seat for over 100,000 seats in this Army system alone after you add up the ERAS, WEM, and TDM software. The biggest thing that I am interested in at this point is how well will Wave's pricing power hold up in this scenario. If they can get north of $80 per seat, it will signal a gold rush for Wave the equal of the wildest dreams of our long time posters.
Join InvestorsHub

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.