Wave Systems Corp. (fka WAVXQ)

[dig space]

RoT, the SFND dlp and SED stuff has legs and with "new focus" and it would seem that is what to look to for growth near term. On the other thingy, the accelerated maintenance renewal, it would seem that for it to be worth mentioning it would have to be a large enterprise and there only so many fish to fry in that category (GM, BP, BASF), me thinking BP. I thought GM bought a multiyear that was still good for a bit, so I count them out. BASF ... can't remember the maint portion of the deal. I always thought BP had more platforms to deploy, the first PR didn't add up, and the linkdin sleuthing supported the notion they would be back to the table for another major buy or two. Blah blah blah, so for me one needs to back out the maint renewal from last Q as more of a one time (rare) thing and try to build from there, so billings coming in as flat would still be increased breadth to me but likely disappointing for many.

Now guidance, well that would be fun.