Rustyjack, You answered your own question. "we didn't already know", but the general public didn't know this. I think these are first time buyers, buying after reading that report.
As I've recently made the point a couple times, based on known billings, Wave is already comfortably cash flow positive. Given the opportunity of the Dell/Wave factory integrated and bundled SED solution (considering Dell's huge base of enterprise customers), one sure shouldn't be looking for Wave's billings NOT to continue to ramp up and cash flow to increase. Imo the days of WAVX jumping up only to gradually sell back down are over. Imo informed money knows that support levels for the stock will be trending up going forward, based on the growing demand for Wave's enterprise products.
Pressure will consistenly be to the up side with cashflow past break even along with a material customer base. There just might be some good news lurking in the shawdows as well...not that I am aware of anything specific.