TJ,
Obviously wave is working with many companies and has many pilots ongoing. This is verifiable from stevens presentations etc.. Steven has said some large companies have bought 1000 to 2000 seats here and there and that he anticipates these companies will buy more. I do find it hard to believe that you "know" any more than that. The context of the conversation about people whining about not getting the canadian health business was concerning these big announced deals where a company goes company wide with a particular encryption solution. As far as I know we only have one of those deals and it is with the automaker. You could possibly argue that seagate is doing it and throw papa gino's in there as well although I don't believe that deal had anything to do with SED's.
We are both invested in the same thing here. I think it will prove to be a remarkable investment but all I am working with is publically announced deals, industry trends and watching the revenue each quarter. The revenue would suggest that all these stealth contracts you refer to are not adding up to much coin....yet. If they do already exist I sure hope we start getting paid more for them soon. And if you "know" they exist as signed company wide adoption contracts then keep on buying....if you give me a signal I will do the same. Even though I have tapped my funds to then max for this investment already.
Cheers^2,
bb
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