Hello all,
Hard to keep up with all the WAVX boards these days. Longs, shorts, bashers, etc. Too many people with too much time on their hands...lol.
For those that don’t know me, I’m a long time long but don’t post much, so I apologize for the length of my post so I can provide some insight. I still hold a nice chunk of wavx stock and have no plan to sell anytime soon.
To those that do remember me, Hello again: That being said, let me share my thoughts about recent events into the ring.
1. RS strategy: It sucks, I’ve been there lost that before. But this is different. IMO the only reason we have taken this route is we NEED to stay on national market. Why, because of financing short term and access to funds/buyers when we get back over $5. Fact, the pipeline is full of sales and opportunities that will bring us to BE soon based on great DD here and other boards. Once BE reached, that stimulates SP and all longs win. RS is playing head games with many because 80% of the time RS is road to doom. We are in the 20% folks!
2. Reseller agreements. HUGE!!! We use this strategy with our company now and because it is a cost effective way to get access to many customers fast. Especially in the government sector where, who you know is everything. Very important to have LOTS bodies on the street for Wave to make it and it looks like they are doing a good job in recruiting top notch firms, which is very important., which means they have access to the best rolodexes in the world…PRICELESS. World class resellers don’t chase companies like Wave, unless their customers are looking for solutions. For Wave to be chosen by these companies means a lot. Way too little credit given to these announcements, IMO. Pipelines can fill up fast and the trickle turns into a stream, then river, then...well you get it.
3. Government indicators. Now this is very important for those that don't understand govt contracting. The process is very slow and deliberate when it gets to procurement. If an rfp hits the street, that means the decision to move forward has already been made. If you are approved GSA contractor, no rfp needs to hit the street; awards are just given based on product merit. It takes a while to get a government contract, but when you do it's very, very good, long term money. Plus it opens the doors for international opportunities.
4. Competition is GOOD. When you see other companies looking at or getting into another space, that means there is gold in them there hills. No one company can own a space anymore like Microsoft. The collective group educates the collective consumer and all ride the wave of success. Some get better waves, but they all ride and the best will survive.
I'll give a real life example: I am with a group that created a revolutionary new way to rapidly communicate with people via telephone, email, pda, etc. We built the best infrastructure possible, staffed best in class client care, added superior security and signed contracts for line accessibility from multiple carries for billions of minutes per year. Then we signed top notch re-sellers, coupled with national and regional employees and began Brand marketing two years ago (three years prior the company was a struggling entity with a good idea looking for a market). Well to make a long story shorter, the market exploded, we were the brand of choice due to early positioning and great product/service, competitors popped up from all sides with cheaper products, and our sales actually increased. The combined effort by all companies in the space made this new communication platform a must and buyers flocked to the table. We had 80% of the market a year ago and have about 70% now, but gross and net dollars soared because of awareness. The fact we dominate, even thought the most expensive solution is the quality of our re-sellers and internal team.
5. Conclusion: Wave created a market using technology ahead of the curve. Consumer change at a national level (TPM) takes 10 years on average for a majority to catch on big. Business enterprise is always the first mover and government is the most sought after for size and account stability. You don't lose govt business unless you F*** up. Price does not come into play with them or business 85% of the time with ANY SALE (unless it’s a commodity product). It’s the value and dependability most people buy, not price alone.
Wave is dancing with the right players. Now it’s just a matter of time before revenues will back it up and the SP goes up. Until then it will be mud slinging, worries, lies and anything else to worry investors. Don't read these boards all the time. We are at the end of a long journey. The market is materializing and Wave has the right solution-at the right time and now a true international sales force of the biggest and brightest stars you could imagine.
None of this would be happening if Wave was going to belly up soon. Be patient...the ride has finally begun.
Best to all….John
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