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goin fishn

02/21/12 6:16 PM

#222265 RE: awk #222264

Sorry, Awk

Poorly written on my part. When I referred to the average investor, I meant a non-Wavoid. Someone who has not read this board and has very little knowledge of the workings of Trusted Computing. In fact, unless you either were monitoring this board, or reading the federal database listings every day, you wouldn't even be aware of the Army contract. That's why the price hasn't moved on the good news.

That's why I commented on how much of the price surges in the past must have been wavoid fueled, because if the "market" doesn't get the significance of the Army contract, how much more miniscule was their understanding of the opportunities Wave faced five years ago? Or, ten years ago?

But the change in the market's awareness of Wave is coming-once Wave posts the financials associated with these first big federal deals.

And, FWIW, I expect Wave will net at least $80 per seat for over 100,000 seats in this Army system alone after you add up the ERAS, WEM, and TDM software. The biggest thing that I am interested in at this point is how well will Wave's pricing power hold up in this scenario. If they can get north of $80 per seat, it will signal a gold rush for Wave the equal of the wildest dreams of our long time posters.
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Workingcapital

02/22/12 12:52 AM

#222289 RE: awk #222264

ICBW but believe this contracts excludes hardware/software and only covers the 2-3 heads required to guide implementation over one year's time. Hardware and software procurement will be performed under one of their standard procurement contracts.

I'm sure this award will make other DoD services and programs take good notice. Nice order winner too when the commercial verticals are requesting references. Time for the integrators to step in and take a bite.