Blue,
"Do you think Wave is in a good place right now?"
It's exactly where it should be given their financials. It's also a great buying opportunity at these levels for those that understand the TCG space, and what the NSA/NIST and NIAP are doing but I realize you can't see beyond what your background with Wave allows you to see. That's ok you are good at telling us the Wave story to date and your belief system as it pertains to Wave. It just needs some balance JMO
"All those partnerships with tech giants like Samsung"
Did you know that the Samsung Knox platform now has a fTPM available and Wave is developing their products for the Android OS? I find that interesting. The final story has not been written with Sammy/Wave and worth waiting around JMO. As Solm's stated he cannot project what another company is doing regarding the revenues of any product Wave developed for Samsung so stay tuned.
"Perhaps Solms can push Wave to B/E by year's end. But I wouldn't bet my lunch money on it. At some point, we have to have sales to move us forward."
I happen to agree with this statement:) Solm's said he is sticking by his goal of B/E by end of 2014 and profitability will be a follow on goal. More than profitability by year end is What type of companies is Wave's VSC product going to be sold to, this is very important to me at least. If they are Federal agencies/DIB companies then that will be a huge indication as to what progress Wave and the TPM are making behind the curtain.
"Have you been successful so far?"
Learned to trade Wave effectively and my core holdings are averaged down over the years. By studying the TCG space and the Gov'ts and standards bodies are up to it's opened up many other opportunities to profit from and lose from:) It's tough out there:)
Sure liked ARM and IDCC at times how are you doing in the market?
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