Blue, I cannot see any future raft as the same as the old raft,
that is simply exporting my prejudice.
Yes, I see that many rafts were stated to be things they were not. I cannot attach those rafts to subsequent rafts. I think dismissing subsequent rafts because of past rafts is flawed thinking.
But I don't look for rafts.
I do not expect replacement rates for Win8 to drive the DoD market, and that is where I believe they have hung their hat.
I expect DoD to use Win8 sometime around 2015. OK maybe 2014 ... but not a day sooner.
So, while barge asks me to opine on Win8 ... I am here to talk about Wave Systems ... and I see no Win8 relevance in the immediate or near future.
Win8 is a marker for a market direction and relevance to certain ideas, but the kinetics of Win8 cannot be confused with the requirements of WAVX. Yes, Win8 represents a TCG hump. Yippee. Yayoooo. Happy Happy. All good and well ... but getting back to WAVX ...
TYhey have near term needs to win contracts to last until that day (should that day be what barge et al proclaim) but that day is 2014.
So ...
Can they sell anything between now and then.
They are all in n DoD.
Commercial customers have walked from them (matters of solvency, matters of market confusion, I don't know ... they cannot seem to follow up on BP)
Which of course brings up BP ... will Wave see a deal for essentially the rest of the BP bid as they did with GM?) Is that the mystical crack pipe stuff SKS referred to in CC3?
BP got in for 18k seats against a stated (by other sources) plan for 80k seats.
18 K was 1.7m
Closing out the reminder is some 7+M , not a new client, not a new deal, just flushing out the old deal ... unless their products sucks or their support is not up to the support they provided to GM.
But all data IS, that with BP alone, in filling out that opportunity there is still 7+m on the table.
That has long been in my guesser table, I expect BP for more in Q4.
The above content is my opinion.
AI
