Replies to post #237613 on Wave Systems Corp. (fka WAVXQ)

[cartoon]

dig_space: with regards to VSC, I agree. With comments like "coordinated launch event" and "multiple press releases" the probability of a customer announcement during the third week of July is high.

c

[brant_point]

Perhaps the Harbor is becoming less polluted.

With Solms' forecast, we have projected dates to watch to measure accuracy and monitor successes. Sort of a Trust Schedule, if not a trust matrix.

It becomes, "can we trust the new ceo to deliver?"

My sense is that BS doesn't forecast or predict or even mention things that are completely out of his control. I do believe that he has some idea of the speed of adoption, the early adopter timeframe and the size of the deal.

Someone who once did scheduling for the Joint Chiefs is not likely to throw caution to the wind when discussing his own future timetable.

[aleajactaest]

"He reads the journal iHub Bean Counters so it was pretty easy."

Ha!

Hopefully the CFO has better information than us.

The thing about Solms is that things are now normal. The previous model of needing to recalculate for reality is no longer necessary. There was a personality thing going on before. A need to seem to be something Wave wasn't. And now we are discovering what it really was. As brant point says, the harbour is no longer polluted. We now know the products weren't really designed to be scaleable and Solms is trying to fix this. But he speaks within the constraints of normal prudence.

Bottom line seems to be that genius theory apparently didn't require basic business competence. The dilutive telescopic vision thing really was the model and Wave really was never going to become operational. It was going to keep issuing stock for the price of a view of the horizon - which retreats before us forever as we move. Wave's former purpose was to sail beyond the sunset, which is poetry but isn't commerce.

Solms on the other hand is a carpenter. He builds something tangible. He sweats. He uses hammers and nails, he sands, he employs a level. So now Wave has a chance. The zigzag is in play (thank goodness for weby). Hope Solms can take it.

[aleajactaest]

"Just a couple of points from the SHM presentation I don't recal seeing elsewhere...

VSC, launch etc. It does look like they have at least one customer who may well be able to pull the trigger soon upon release. It is a big company. It is not GM, BASF, or BP. One of those three did express interest a bit ago (them asking Wave, do you have a VSC capability?). They are clearly hoping the big new customer buys on or near launch, that notion is definitely on the table. Claims that there is a significant who jumps first barrier to VSC, expects snowball effect on VSC. Expects competition to arise rapidly on VSC upon demonstrated Wave success on this. Currently mutliple pilots. v1 lacked comprehensive management tools."

I think this point was one that was made by SHM participants. It was what I was pointing out in my posts prior to your review. Since this chap isn't SS, whose attention to accuracy was economical, there's no reason to suppose he is making stuff up.

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