To All, RE: Revenue Numbers
I see a lot of people saying things like, "if the numbers are less than 500k, it will be a bad CC and selloffs will occur". I think if you feel that there is some imaginary line at 500k, your viewpoint is very strange.
Honestly, even a million in revenue this quarter would be only 25% of their burn. Let face it, we are all invested in this stock hoping for break even next year. We know it depends on TPM1.2 (which has barely started shipping). So we know it is all going to be low revenue until sometime next year. You know this, you knew this, and especially since last Q (Q2) was only 280k you should know that this quarter would only be around 500k, which is double.
So, let me get this straight. 505k would be great news, but 480k would be a disaster? They are both FAR short of what Wave needs for break even, which won't happen until volume TPM1.2 and TCG traction occur. We all know this and have plenty of information to support it. So it makes sense to put 2+2 together and realize that Wave's revenues will only start to increase once a decent amount of TPM1.2s are sold, which is only right *now* starting to happen.
So if you are uncomfortable with this... well ... I've said it enough already.
