Mammon
That's exactly why AWK asked the tough questions and I asked what I asked.
There are levels on which you are right. They don't care about shareprice the way those of us with limited holdings and limited assets, and who have wandered out of the workforce based on false hopes care about share price.
But SKS does care about shareprice because shareprice right now funds the company, funds his dream and efforts at accomplishment for the last decade. The price has gone down hill, but the company hasn't. Fact is that Wall Street gives us a value and it's not what those who hang onto the stock believe it's future value to be.
Sitting with folks for a couple of hours in the bar, we all were dour. I think we might have felt it was an over the waterfall year, but the sense of the group after the meeting was that with 1.2 were were going to do what Embassy II, Dongles, and 1.1 had failed to do.
In addition, while the cashflow even point may be 12 months away...I think it's fair to rephase my previous post to say the close to cash even point is this year. Last year, I discussed with SKS why no articles in journals by Wave staff. Now there are regular jounal mentions of Wave in TCG articles and SKS is beginning to be seen as a CEO spokesman for TCG.
Things are different....It is hard to deal with 70 cents and a critical need for Wall Street recognition when the design, design win, production, shipping, marketing, shipping, payment, recognition of payment by OEM process is intself a watery teary cuise that can take a year. FACT IS Intel is announcing motheroards, All Dell machines will have TPMs, we were promised CUSTOMER TESTAMONIALS (PLURAL) IN THE NEAR FUTURE to be used by Dell Salesfolks now 3000 educated with more to come. He said Watershed, not profitable and he is not entirely responsible for our optimistic reading. After six seven years, one adjusts.
But 1.2 is a watershed event. I'd like to see it faster. I'm still hoping that we get more than Dutton's revenue number, but it only matters in terms of how many shares I may have to sell to fix the roof. Whether somebody sells or not right now is a personal choice based on personal needs and personal interpretation of information available. It is a WATERSHED YEAR. TPMs WILL BE in over 150 million machines over the next 18 months. Wave supplies the only INTEROPERABLE software to communicate trust and manage keys with the same system on all machines so the LACK OF training cost in learning management for four or five different company computer types is avoided.
It is all there. Fact is that the only thing missing is the recognition of the industry and the street that this change is upon them. Once upon a time everybody bought IBM because nobody ever got fired for buying IBM. Steve is developing a watermark that suggests...Sir, why did you not buy the machine with the tusted TPM the extra ten bucks. The loss of that Laptop is going to cost us millions in PR alone.
Is is a watershed year... June will be ours, we just gotta keep on rowing a little bit to get to the farther shore. Maybe we should rent a dinner boat on that lake outside of LV?
Mostly, everybody should try to relax until we see what Dell introduces initally, to what extent it is bundled, and how Wave's stuff is talked about on both the website and print between now and the next CC. The last six miles can be tough, but the race does have a finish line. And the man who defined the word slog for us did seem like he was having a fit about not being able to put more money into Wave RIGHT NOW!
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