Wave Systems Corp. (fka WAVXQ)

[wavxwizard]

hi alea,

Why would he really be cutting back for 6 months though? So he can breakeven? No, that was never his goal before and I don't think it changed the last 6 months. He saw the runway getting much longer, most likely because they either started losing deals he thought would be there, or maybe it's just because Windows 8 became the "wait until next quarter" type milestone.

On one hand, I ask myself "why don't we have a strategic investment from a Dell, Msft, or Samsung, like 25%, to fund the initial growth spurt and to put some real belief behind little ole wave", and on the other hand, I'm like "great, Steven wants it all and the Samsung deal gives him some cred".

This quote, "The trick is conversion to sales to support the scale of market attach everyone is demanding.", coupled with the 6 months can mean 1 of 2 things. One, the big customers want to feel comfortable Wave can handle their giant needs asap and wave hasn't been able to prove that the last 6 months, or two, Steven thinks he can't get the money for quick growth anymore?? And that just doesn't make sense if we're "the leader".

Boy, it's so much fun having to read between the lines for 15 years, huh? ;o)

TheWizard