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]