The only thing I'll say is that CM has a wonderful ear. I suggest that everybody else go and listen again.... The sky is not falling. SKS, this time, is not talking to US. He's talking to the analysts. He's promised in street speak...half of burn for Q4 with skus in hand. He's gotten prototypes and working on customised software for some of the Japanese, Taiwanese, and even Chinese folks. He can promise break-even until the bird is in the hand.
He claims initial Diebold transactional money. He claims initial FiServ.... All is not not lost. lol
Congrats to all who sold today at 71 and are buying back lower. (The traders). Those who think SKS is disingenuous have closed minds and should close their accounts.
Bottom line is that each step has taken Wave much longer than expected. Bottom line is that we keep climbing the steps.
Refused to comite on getting other OEMs on timing, but seemed pretty sure -- a lot of folks would eventually come around.
Last point...Half of burn rate covered means half the dilution next time. $2.5 million burn rate without other stuff possible. So I think it's fair to say that even if we have to have TWO dilutions -- the results will only be as bad as the last -- AND that is also a smaller percentage on the bigger base.
I won't say more because perception of failure creates believe in the failure. No doubt if you want to beat your breast that maybe break even has shifted another quarter. The upgrade number is the critical one...1% 10% or more.... I won't say "It's coming!"
I've put my money on the bet that It will Come! That's what this CC says to me. Slow but steady.....is how turtles win races to the sea.
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