greg, precisely: "The smaller the firm, the more important defensible IP becomes." -- w/o defensible IP, the IBMs of the digital world will not give away ongoing revenue streams just because a co. puts forth well-informed, intelligent material and proof-of-concept prototypes.
Don't get me wrong, the Dell and Intel's offerings of Wave software is encouraging... but, as SKS has acknowledged, it's transactional revenues that offer significant revenue opportunities and, to date, there's been no contract-based explanation of how Wave will collect transactional revenues