Hi yangside,
Thx. Companies make choices. Some folks think the best choice is always the one that results in immediate gratification for shareholders - posters who demand profits now are in this camp. There are probably personal reasons why someone may prefer this course.
But sometimes, it is a better choice for the company to build for the long run. And that is what Wave is doing.
Right now, the absolute amount of sales and the rate tell us that the market is curious about the product, but it isn't biting like Wave's product is lunch. So while it awaits that moment, Wave is using all of its resources (or as much as it dares) to create a more complete and robust product set - on the assumption that this time will come.
Wave's choices in this matter are obvious, have been obvious, and continue to be obvious. I wonder why some people continue to expect tomorrow to have occurred yesterday. We are waiting for the market's security narrative to change. That seems to be happening. Wave seems to be doing all the nudging it can think of to help that process along. Once it does, this is a demand-pull game. I don't think Wave can force the market to move much faster: supply-push doesn't necessarily generate demand and it can frustrate it. But when the market finally moves, it will move fast enough.
Is Wave ready? It's trying to be.
What event will precipitate the change of direction? I think three things may do: the DoD initiative; the MS release; and the use of TC in mobile equipment (especially as it is released by Samsung).
That's the story I'm following. I guess other folks have different interests.
News 
Market Data 
Discover 
AI
