InvestorsHub Logo
Followers 0
Posts 1526
Boards Moderated 0
Alias Born 07/28/2003

Re: barge post# 227457

Sunday, 09/23/2012 12:16:27 AM

Sunday, September 23, 2012 12:16:27 AM

Post# of 249153
Barge, the simple truth is there has been so much hype about Wave and past MS OSs without much traction, if any.

Revenue coming in as a result of MS partnerships has never hit the 10% reporting threshold, which would be something like $3M. That's not a lot per quarter.

The June Is Ours war cry meant absolutely nothing in terms of revenue.

That was touched off by a MS statement about security and a big ruckus, along with hopes were raised among the believers. Squat followed!

Lots of those kinds of things--Seagate SED's were going to be the lift-off. "I could sell 100,000 today if I had them." SKS. And when he got them? Squatski!

PWC was another blind alley after a big shout-out.

What has GM meant in terms of share price? IBM, HP, Intel, etc.? Don't need to go through the litany.

So, I am going to wait. Win 8 will be here soon enough. Whether it contains the fuel Wave needs--I'm a bit skeptical--doubtful in fact, and that doubt comes from experience.

Many think TPM activation means Wave success. I believe the truth is activation would mean a minute amount of revenue for Wave. Even if there were some tailwind for Wave from Win 8.

They would only get a sliver of the business, IMO.

Whether Wave could expand the sliver into something significant through a great product, excellent service and cutting-edge strategy--remains to be proven.

Look at those three components I named and ask yourself, have any of these ever personified Wave, let alone all three?

Yet, I do not deny the possibility I am way wrong and you are right.

I just think success breeds success and failure breeds failure. Wave has never been known for the former.

I don't think MS's next OS is going to move the needle.

May Win 8 prove me dead wrong!

Best wishes--Blue O.T. [p.s., cd not reply privately, but thanks]

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.