CPA-Thanks for your thoughts
As you could see with the question that I attached at the end of my post/summary, I intended to spark discussion. I think that I am best served as an investor to be able to read perspectives from many different points of view. So, I thank you for your additions to the discussion, even if others don't seem to want to.
You probably have a fair point on management underestimating the length of time that it would take to achieve adoption of the technologies that they have developed. Yet, your criticism is unfair to them in one way-any leader is basically required to keep things positive-without holding out hope, a leader will not be able to motivate anyone to follow. So, I think a small amount of slack is in order for SS, with the knowledge that any investor must take company projections with a grain of salt and a healthy dose of DD. Always check to see if words, actions and numbers add up.
Why do I believe them now? Simple-there is now real evidence of Wave gaining traction, and not just company projections. You will note that my post was based solely on the government plan for securing cyberspace and on licensing deals that Wave has with various companies, along with the interesting timing of their advent. There are no promises from Wave/SS that are any part of the underpinning premises of my post.
I would add that we are near to the answering of all questions reagrding development and deployment. Wave will suceed or fail soon, and you and I will know who is right and who is mistaken. IMO, the only 2 things that are important this year are Wave securing a significant role in the government solution, and Wave making it to break even. If those happen, all else will follow and we will be off to the races.
As to the possibility of a gorilla holding out to swoop in at the last moment and steal the market from Wave, I suppose that is always a possibility, even after they become successful. Yet, I do not see any evidence that matches this scenario. If a gorrilla was in such a position, why hold out any longer? The government is deciding, 250 billion in government monies are going to be doled out, and the winner of the selection process will be the defacto application, according to the government plan. Why wait any longer? Additionally, from everything posted here, it seems that Microsoft has elected to supply only the most minimal of TPM functionality to Vista. It will be interesting to find out why, since they would seem best positioned to challenge Wave.
You have posted that you trade in and out of this stock, so you are following it closely enough that if they do succeed, you will jump in and make a good return on your investment at that point. I will leave you with this wish-may we both get a good payday from Wave.
goin fishn
AI
