Dig this is like a circle game because we don't know if the strategy was bad under the former leadership or if it's technology.
I often felt that the reason DELL chose wave was they seemed to be ahead of the game so to speak, and in truth this was a fantastic hedge for DELL in case the market was going to take off. The outlay for DELL was really minimal in the bigger picture.
Now one can argue semantics but I think the purchase of Credant by DELL was a huge red flag. Even if wave was not providing any added benefit to the bottom line DELL still thought enough to purchase a solution in this space in spite of that. They obviously found some value there that they did not see in wave.
The takeout interest in my eyes is different for the take out company vs.wave. The buyer at this point is looking for value added IMO, far different than from wave's perspective.
In this scenario I have to believe there are companies who can do the DD on the product via patents etc. that can determine the value on something other than the amount of sales wave has been able to generate....ie a known brand combined with that product, being able to roll the cost in....
These companies all have very smart folks within their companies.
Dig I could be wrong here but isn't there shares owned by those in the company that matter more than the common shares?
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