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Re: Incumbent power

By: Cactus Flower in ALEA | Recommend this post (0)
Fri, 24 Jun 11 4:04 AM | 54 view(s)
Boardmark this board | The Trust Matrix 		Msg. 05427 of 54959
(This msg. is a reply to 05423 by Down And Out Man)
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Still at an 8 on the optimismometer, but looking for the news I need to raise it one. It would be nice to see a batch of three major deals released in short order. That kind of news flow feeds on itself, with others wondering "Hey, what am I missing out on?"

It'll be fun if I can get the timing generally right for the dogleg (ie H2, 11).

I see Wave's opportunity as more substantial than most, although I don't think the market will bear the old applet business model (variable by transaction volume) folks used to hope for.

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The above is a reply to the following message:
Re: Incumbent power
By: Down And Out Man in ALEA
Fri, 24 Jun 11 2:26 AM 		Msg. 05423 of 54959

CF Alea,

I have always been an interested reader of your "writin's". There is no doubt that some of my "grain of optimism" is a direct result of seeing your optimism meter pegging of recent.

I hope you are correct, and I hope they get the chance to do it as Wave, not as some little division of some behemoth.

Regards,
D&O

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