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Re: dig space post# 228674

Monday, 11/19/2012 2:56:08 PM

Monday, November 19, 2012 2:56:08 PM

Post# of 249336
blue from the data set and given the values of

INTC and the other chip.board folks and the rapidly rising Dell revs, I cannot conclude whether INTC, BRCM etc stopped doing business with Wave, or whether Dell pushed them into sub-10% status.

It is not material.

The point is this: all of Wave's deals with chip/board folks have amounted to little, its deal with a full box OEM (Dell) amounted to more, optimists hope that its deals with current full-box OEM (Acer, Samsung) will amount to more, but there is plenty of room for sketicism.

erroring on fact is as good as stuffing words in peoples mouths, both have no value. seek value.

The above content is my opinion.

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