Vader,
I am starting to wonder if you actually understand Wave's business plan. You understand part of their strategy in executing the plan, but I think you may not grasp totally their articulated model.
As some background, I've been through the days of the WaveMeter. I was around and watched that morph into the EMBASSY chip. We longtime wavoids were disappointed that EMBASSY, while providing an "elegant" solution, was too expensive to be adopted by the PC OEMs after the Y2K buying spree had exhausted most corporate budgets for years to come.
Then, the TCPA redefined itself and emerges as the Trusted Computing Group, where all memebers have an equal vote. It was around this time that SKS began to talk about Trusted Platform Modules.... long, long, long before anybody in the mainstream tech world had a clue as to what they were. I know... because I was at the lunch. Much of the discussion involved lofty projections about how these little TPMs would be produced cheaply, in volume, and find their way onto ANY DEVICE that touched the internet... and you know what those devices are and how ubiquitous they've become.
About 14 months ago, I again attended a meeting where sks was speaking. This was about the time when the first few articles about TPMs began to appear. SKS' remarks at this gathering went beyond the previous discussion of "how do I get TPMs on every device that connects to the internet?" He was already anticipating they would. This time, it was, "okay, I can reach out and touch a BILLION endpoints. What can I do with them? What is my business model going to look like?" Not long after, Dell made their famous announcement supporting TPMs and as SKS likes to say, "the book-ends were put around the discussion about the future of TPMs". TPMs were going to happen in a BIG way.
More recently, at yet another meeting, SKS made a rather dramatic statement by saying, "in my model, I have to assume that at some point the revenue to Wave from these TPM "deals" will be zero". That, Vader, is market saturation, and there are plenty of historical examples as to why this will happen.
So here will be Wave, no longer getting paid for bundling deals but sitting atop a vast universe of TPM-enabled PCs, notebooks, tablets, phones, gaming platforms, set-top boxes, hard-drives, etc. Which brings me back to SKS' question above, "what is my business model going to look like?"
I'm glad I was there to hear the answer. Once TPMs are as prevalent as the space bar on your keyboard, Wave will resemble a cable company. Think about it: a cable company has a satellite receiver and a bunch of wires going into a set top box. If you are a paying customer, you'll be able to receive some level of content. Where does the content come from?? The cable companies don't produce ANYTHING, but HBO does, MTV does, World Wide Wresting does, and they all come to the cable companies to distribute this "content".
So, for the moment, we need the bundling deals to get us to the next level. Wave, my friend, is all about providing content to a billion endpoints. It can be audio, video, software, text, whatever, but let me tell you something: SKS is living in the year 2009 and has a vision about how Wave can leverage this vast, yet developing, installed TPM base. I'm just glad he can come back to the present once in a while to share it.
Fullmoon
Market Data 
Markets 
AI
