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Weby

06/07/10 9:16 AM

#194350 RE: go-kitesurf #194348

I have to agree with Go-Kite here. HP bundling even if rapidly ramped up to Dell's brings in revenue which allows for growth in the burn/building rate, but not for the kind of bottom line growth to explode the price.

Meanwhile we are starved for the important news about DAILY/WEEKLY breakthroughs in the rate of customer adoption of the technology.

Hope, belief, tea leaves are certainly not enough when the literature out there is talking about so many TPM advances which we cannot define clearly our involvement -- and the company remains closed mouthed at best and ambiguous at worst.

I'm hoping that we can get some clarification over the next two weeks through a clear picture of why there are so many TPMs still being unused years after they have been installed.

June, it seems to me, is not yet a time for celebration, but a time to collect and connect to the Truth of what has and hasn't been going on. What needs to be done so that the IMPLEMENTATION OF TPMS AND ERAS procedes this year in the way we expected it to procede for the last five years. Are the additional salespeople bring home the contracts or are they liabilities that look like assets. Inquiring minds want to know? It's past time that the Brooklyn chant of "Next Year" becomes THIS YEAR AND/OR our leader presents a clear projection of his fiscal objectives for the next three years.
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lincolnpark

06/07/10 9:41 AM

#194351 RE: go-kitesurf #194348

HP would not be bundling Wave's software a year after Dell unless they were concerned about losing business and not being competitive.An HP deal would would likely change us from cash flow positive to profitable.The other big benefit of an deal with HP is that it puts Acer and Lenevo on the clock for full implementsion as well. This would be great news.I do agree that SKS owes an update on sales progress, a large sale or two would show the investing world that Wave is closing deals and the car company was just the start.

LP