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03/18/12 12:21 PM

#224492 RE: bspencer #224489

bspencer, I agree,

I think it would benefit Wave 9and shareholders) if they migrated away from the vision thing and even the business case thing and actually try to provide some insight into segments, segment performance, explanations for segment performance, and plans to improve segment performance ... beyond the boilerplate of waiting for a market to engage, actually communicate metrics that folks use, state clearly the R&D component of expenses and what it is for, state clearly sales per employee and where you see it going and why.

Yes, they need to migrate to a more boring grown-up nuts and bolts presentation (IMO).

Everybody has heard the vision thing and the chasm thing and the paradigm thing and it is generally accepted that companies perceive and are hopeful about pipeline thingy's, but none of that at this stage is really communicating.