Greg
Thank's for the tacit admission that Apple managing its own stuff is a bet and not a sure thing.
I'm not betting, and I accept that possibly Apple is not even inside SKS's 70% of the market. On the other hand, when Apple went Intel they brought their 5-10% inside the tent. Now they have to work, interoperate, with everybody else. It's a question of how much resources is it worth to create/recreate whatever Wave has bought to the client, server, developer, and infrastructure table.
All of us are unclear about the amount of that, it's value, and if much or none is critical and/or essential. The supposition of the turtles is that enough is critical to boost us into some kind of double digit world. The supposition of folks like yourself is that Wave is fool's gold and that what appears real will evaporate at the very moment folks see the gold for real.
The time is rapidly approaching when the revenue will indicate the reality of the next generation. There are 20-30 million plus out there. MSFT said 100 million when Palladium was announced. The rest of 2005-2006 will market most of the rest 40-60 million. The argument that belies that we have to wait for 2007 is, to me, one that Apple isn't waiting...they've made their move...and MSFT said 100 million BEFORE BEFORE BEFORE. So I think this IS the watershed year ie. 2005-2006. Now our problem is that with its terrible stock record.... price isn't preceding performance. Call us TPMs (Turtles Passing Missouri) In my view we are near the capitol and the capital. Lots of Jefferson's will pass around the city. Our Independence day is coming and things are soon to be up to date in Kansas City.
Gateway, Dell, White Boxes...In the last 12 months talking about tsunami's and floods, and waves has become most difficult. Still the Wave system is building and the tide is turning and every wet cliche in the vocabulary points to a real , a growing, a sustainable revenue channel at the end of the supply chain. Either we, who believe in this company, are already fools who will not be rich or are already rich and will not be seens as fools forever.
and so it goes as we cross the beach in darkness towards the see thinking that, "The mills of the gods gind slowly, but exceedingly fine!" Do those mills use Wave Systems, and is it going to be fine?
Market Data 
Markets 
AI
