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titlewave

10/28/14 3:02 PM

#239318 RE: New Wave #239315

Great points New Wave with Lenovo joining this lends some weight to this product development imo AND to me just as importantly it says that the Wave , Lenovo relationship is on solid ground and progressing another sign to me that Solms is putting the effort in to take care to develop and grow waves relationships with its various partners not just leave them hanging. And Lenovo is a great partner to have a great relationship with, PC's, tablets and phones and Chinese owned makes it even better.

Still need revenues though c'mon Bill

dig space

10/29/14 9:49 AM

#239347 RE: New Wave #239315

NW, certainly anything resembling a situation
where a partner assumes costs associated with development can only be a good thing. I have a difficult time imagining we are talking enough coin to move the needle, but we will know soon enough.

FWIW, the USG "pilot" fees for WEM (around $1.5m) was essentially subsidized development IMO. That SKS somewhat recklessly referred to it as sales at the inception (that first $500k "customer" thingy in a Q3 report a few years ago) was an abuse of terms, but income is income.

Wave lacks the resources IMO to dump coin into development of a supply chain+APT integrity product, but with a willing funding partner that is a separate matter.