this is nice sounding news. a few points:
1. do we know if this is a commercial exercise, or the proliferation of flags (ie what is the price per unit)?
2. my own discipline is to cheer demand-side news. if the first point yields a price, then these tidbits about lenovo are encouraging: lenovo is a customer. if not, it's a new brick in the profitless structure that has been wave.
yes, my approach means i will probably be the last poster to "know" that wave is a success. on the other hand, it has had certain advantages in thinking about wave's "progress" until now during the dozens of times folks have proclaimed the company's success from the supply side.
making progress without a measuring stick is a dangerous business out there beyond the harbour. we know this from long experience. the beans count.
what does the asset yield?
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