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Re: Incumbent power

By: Cactus Flower in ALEA | Recommend this post (0)
Thu, 23 Jun 11 9:07 PM | 59 view(s)
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Msg. 05416 of 54959
(This msg. is a reply to 05415 by tkc)

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Purchase of the company.

SKS appears to have been concerned about this at the SHM. I don't suppose he referenced the possibility lightly. The folks with the under-developed products and the customer relationships would surely see the value of absorbing an unappreciated upstart with a stronger product, few customer relationships and a poor valuation like Wave. If I ran Symantec or McAfee, I'd see Wave is a ripe target. Fortunately for Wave's investors, I don't!!


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The above is a reply to the following message:
Re: Incumbent power
By: tkc
in ALEA
Thu, 23 Jun 11 8:57 PM
Msg. 05415 of 54959

I get you CF. But temporarily it seems to me that your scenario is limited to those mega corps that Wave is educating/piloting bidding for, i.e. the fortune 500 energy corp. Which is fine as that appears to be the primary market Wave is targeting. I mention this only in the context of what we're hearing - that the vast preponderance of CIOs are still unaware of TPMs and Wave's products. It's still good though if Wave's strategy has success.
What were you suggesting with this "Of course, the software providers'll want to buy Wave to leverage their customer relationships."?


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