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aleajactaest

10/29/14 5:30 AM

#239341 RE: barge #239340

hi barge,

i am not in the supply side prescience business these days. i don't think there's much to add beyond the trust matrix general idea on the supply side. that's their market and their opportunity. wave's job is to try to supply products in that market. the measure of its success in doing so is its cash flow.

i didn't see anything in that release for my approach.

dig space

10/29/14 8:21 AM

#239342 RE: barge #239340

A concrete specific analysis

of a product the suppliers say does not yet exist, but that they expect to exist sometime in the vague time frame of the first half of 2015 ...

Concrete on custard.

Here goes:

The suppliers plan to build a product, plan to have that product available in the first half of 2015, and hope folks will buy it. I may be stretching it, they plan future announcements about a product, not necessarily a product itself, in the first half of 2015.

Perhaps it is a good time for a concrete specific analysis of Win 10?