Weby Nice reply. Complicated but nice. Let me
respond by saying that revenue is always relevant. My question to you was meant to imply that the 'revenue issue' being tossed around here COULD become 'irrelevant' to the degree that significant revenues (via Dell)will materialize over the course of the next year. I think alot of posters here see the 'revenue issue' as purely one of visibility. After all, Wavesys has NO MEANINGFUL REVENUE currently....so any significant rise in revenue (given the current situation)could produce a much greater level of clarity and comfort to shareholders. This DOES NOT IMPLY that revenues is not relevant, rather that any significant visibility of revenue generation from hereon out is a big big improvement....and thereby reduce the discussion of "show me the money/revenue" blah blah blah
Frankly, I don't know whether Wavesys knows the numbers six months from now. Maybe they do but I am not sure.
Your statement asking how significant is Wavesys to Dell is a good question. I suppose that Wavesys is pretty important right now because they are the ONLY company offering ETS on the Dell site. Furthermore, Dell went on to "highly recommend" the Wavesys ETS product to enterprise customers. This suggests a degree of importance.
I think that Dell is critical to Wavesys. Dell is a big govt player and I think the govt is a big market for Wavesys. Dell is an aggressive sales oriented low cost operator and all this ties into Wavesys strategy. We need an aggressive sales oriented and dynamic company like Dell (who is willing to go against the establishement) to get us going.
I am not totally up to speed on TrustZone. It sounds promising but it is still a bit murky....unlike Dell. ARM seems a bit cagey and hazy in spelling out explicitly the Wavesys role and I would like to see it more in Black& White.
I don't know what to say about the private placements. Wavesys wants to stay debt free. My guess is that they want to remain agnostic so they don't want a Dell to take a strategic stake. SO.....that doesn't leave them with many options. But....I really can't say.
The Dell deal is the first real development that has broken alot of the FOG surrounding this investment. We need a couple more Dell like deals and then I think everybody will feel pretty comfortable. Of course, I am inferring that a couple more Dell like deals will translate into BIG revenues...leading to Breakeven....and then profitability. Oh...and some stock coverage would be nice too. Y'know...a couple of strong buy recommendations etc etc etc....
IMHO....
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