Doma - Safekeeper in Israel
where's the "officially released in the first quarter of 2003" press release? we're in mid-Q3. BTW, the NSM Zeev seems to show up in a lotta places...
NSM aspects & govt initiative (is Wave still involved w/Maximus?) are both extremely important IMO. both received no coverage from shoddy Sheng.
imagine if the negative story becomes the impetus for more follow-up coverage. media outlets that don't wanna leave this "juicy" story all to Shoddy. Why should she not share the story?!?
in the event that wave executes & the media sniffs & finds legitimacy, there could well be unprecedented opportunities to clarify the market and mission in the aftermath of the DJ debacle. The sensationalistic perspective of DJ/CNBC can IMO still definitely be reversed -- if wave executes.
it may also prove to be a significant test of the TCG's resolve & support of their kid brother. that's something that is a given to some here (e.g. Wave is 99.9% likely to be chairing a key committee, etc.), but for me, i'd love to see more evidence of that dynamic. I've read second-hand accounts of SKS saying "wave=TCGlue" but i'd still love to see the founding members step up in some way.
it's another key aspect that is potentially (& if so, fortuitously) accelerated. just as the correction is being hastened, so might be the mainstream financial press' scrutiny -- if wave executes, that albatross could quickly ascend.
a big plus IMO - reiterating that wave unequivocally has an NSM SafeKeeper deal and what appears to be an important deal w/Cubic to develop readers for the govt (DOD). Important cards to play w/future media inquiries, though AMD would result in a critical trifecta of the chips -- if all 3 soundly endorse the approach, wave will have established a crucial (& irrefutable) beach-head on the way to becoming a standard. [insert some barge Web Services O/S fantasies here].
i'm rambling, but the more i've mulled it, the more i think this can result in as abberrant an opportunity for wave as was the trading action & its backstory. i hop ethey seize it.
it's a great test of whether the spruce goose will really become more common than the lightswitch
all they have to do is execute.
hoping they do,
SPIN
PS i don't regret contacting Shoddy @ all & am flabbergasted by her "work" after the initial correction. but maybe the seeds of doubt sewn by shorts becomes an opportunity of a lifetime -- if they execute.
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