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Re: Wave results

By: Cactus Flower in ALEA | Recommend this post (0)
Fri, 12 Aug 11 7:20 AM | 27 view(s)
Boardmark this board | The Trust Matrix 		Msg. 05604 of 54959
(This msg. is a reply to 05601 by Cactus Flower)
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An additional thing. It is clear there's a price issue at large. This is the incumbent's sharpest tool, of course.

Another additional thing. The beginning of August seems to have become the end of the quarter. And the pipeline of 10-20 major orders has become nebulous. Indeed, my hope of four major orders in 2011, which seemed cautious at the beginning of the year, sounds aggressive at this point. It appears my optimismometer is appropriately gauged at the six-seven level. Replacing the GM deal is going to be tough in 2011.

On the flip side, it does sound like the deal with the petroleum company is a win waiting to be finalised, so two orders in 2011 is probably a lock. And the words from the unsafe harbor assert a positive reason for the increase in the sales team. I'll await the confirmation of the numbers, of course.

Finally, economic woes are a loose goose in this paddock.

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The above is a reply to the following message:
Wave results
By: Cactus Flower in ALEA
Wed, 10 Aug 11 9:34 PM 		Msg. 05601 of 54959

By the looks of things, solid but not spectacular. Hiring in the volumes they are to produce the results they have (which appear to be growing by a little bit but not in leaps and bounds) is a bit odd, and this still gives me pause. One might interpret this as an act of rash desperation from a CEO whose grand ideas are not taking as he wishes, or as a sign of confidence based on knowledge which is invisible to me and I presume to others.

Future results will tell the tale, but we can definitely expect the expenses to keep increasing.

There remains a shortage of announced major deals considering this is Wave's focus. So unless or until the acceleration shows up, the jury remains out on Wave's prospects.

Yields a 6 or 7, but neither an 8 or 9, nor a 4 or 5, on my optimismometer. 6 or 7 is the zone of steady, accretive growth and that seems to be the pattern Wave is in. 8 or 9 is the promised land of exponents. 4 or 5 is where growth has stalled and we await new developments and dilutive equity issuance to fuel the company's prospects.

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