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While I agree with your diagnosis completely, I just want to clarify what I think is Kisamura's , Jermart's, and some other's constant worry. It's not that Wave will not succeed as must as they don't trust management to reward the investors in a real and/or timely manner.
They just don't trust management to bring anything to completion. It's not totally rational, but it is understandable. We all thought that we would be successful (profitable -- with much higher share price) after TPMs were announced, after ERAS, after SEDs. Most folks here have an eternal question mark in the back of their minds after so many disappointments.
Nothing is going to satisfy these doubts until revenues actually do explode -- and we are not waiting for the next conference call. I'm a believer, but I too remember when we didn't get HP, didn't get NTT, The angst is understandable, and so is the share price. Everybody, investors, vendors, and customers are all waiting for the shoe to drop this time. We all feel like Wolfman, waiting for our jack.
We have the proposed sole source contract. I suspect that it is the first of many. Others will wait until one sole source has many sources, and TPMs turned on by Windows 8 have been demonstrated to REQUIRE or even be used and bought by a large segment and actually managed with Wave management tools. I just wish the people who doubt would also learn to give the benefit of the doubt to those of us who have researched thousands of documents, and the management who have worked 24/7 for years to prepare the products which can solve a problem which ten years ago most people refused to believe even existed, and is now central to legislative action, and military preparedness.
On this 200 anniversary of Dicken's birth, I can only say It is always the best of Wave worlds, It is always the worst of Wave Worlds. Bah Humbug! God Bless you, everyone!
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