Replies to post #241210 on Wave Systems Corp. (fka WAVXQ)

[aleajactaest]

hi escrow,

yes. but as investors we can do better than just try to figure if the ceo is telling the truth about being hopeful. the ceo will always be hopeful.

what we can do is use information like the number of "pilots" vs the number of orders to generate a sense of whether his hopes reflect reality.

at the moment, over a hundred pilots have yielded a very poor return. as an investor, this begins to shape a picture of customer demand.

to me, this is the current status. curiosity without commitment. curiosity is better than no curiosity. but it doesn't make the income flow.

solms needs to move wave's customers from curiosity to commitment.

hope just isn't a useful instrument on the analytical dial. it's about the level of engagement by customers.

at this point, curiosity is the status but commitment is the business. to me solms now needs to rebut the presumption that where we are is where we are likely to remain with vsc2.0. we've been where we are for 8 months. that's become the status quo and it is becoming the expectation.

[Bluefang]

Escrow: I think you fairly acknowledge the problem. My question is when does the lack of engagement put to rest the question of Wave's potential?

Solms has hired what I believe to be qualified sales people, yet so many have taken a look at Wave's wares and walked away.

This morning I read five separate stories about the search for security. Personally, I think if Wave had the goods, we would have seen sales coming in by now.

Many optimistic shareholders seem to grant an infinite timeline for proving Wave's worth in the market. I am not one of them. If the product was good, I believe we would have seen significant sales of the VSC 2.0 by now.

It launched last July--but no reportable sales so far.

Isn't that troubling in itself? If your company was being pillaged by hackers, threatening your existence, wouldn't you flock to a real solution? Would it take months and months of testing and trials?

The need is desperate. Right now, virtually no companies' most valuable data is safe. To what do you attribute Wave's lack of sales? Do you find it as puzzling as I do?

Best wishes--Blue