So in the above mentioned STM example the “knee-bone connected to the hip-bone”.
For its first many years Wave had a big PR, lets say CPQ … only to have it morph into EOL, morph into HIT, and then finally deposit as a Interpoint write-off of a million in assests. Wave PRs strings, when linked together were strings of failure. I being an investor, called failure just that … failure. Bugs some people around hear to call a spade a spade.
But the above string with STM represents a new Wave. One where the claims of a products venue are subsequently validated in later developments.
Same goes for Dell, which is essentially two 8-K’s and a clear presense on the Dell site (no real follow-up revs yet, but c’mon, bundling is bundling!)
Same goes for INTC, the (in)famous PR, followed by real bundling and real visibility.
ATML is on the front end, they have issued the part 1 so to speak of the STM tandem shown above … part two, hopefully emerges around Q2 where they jump up a not their TPM1.2 market volume (and Wave points out the Wave IP).
Who else? Well, the flavor of the day … Wave has variable mentioned or touted various interaction with the USMilitary:
the point is, and one I’ve made before, is that for many years wave seemed like a flavor of the quarter company, business plan and best friends constantly in flux.
Its been pretty solid for the last couple years. My comments regarding the company have modified strictly and directly based on this. The odd reality is, the share price has tanked during this time, but just as with years ago, I tended to be bullish when Wave was down and bearish when they where up (largely responding as a contrarian to the ‘board”)
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