goin fishin, I would certainly agree that the Seagate drives represent a strong source of B/E revenues, but I can also see how Wave's enterprise pilots and small post-pilot procurements are on a scale that is hard to see in the revenues...however I hope Q1 can show 5000 seats for something like $150-200K...but there comes a point which could be any time (like tomorrow) that some large procurements start to pop. We can discuss this all day, and I won't budge that it can happen at any time...LOL!
Consider...if large enterprise XYZ w/ 50K seats is implementing one of their divisions (see CC...except size of enterprise was not revealed) at the rate of procuring 100 copies of ETS/month (no servers yet), we will have trouble seeing that in the revenues. But then as the number of those kind of customers grows, so does the scale of each of their procurements. IMO, once the hesitancy of the enterprise to use their TPMs is overcome (part of the education proscess), then there comes the rate of implementation for each interested enterprise. Some will proceed slowly and others could do large short-term procurements.