"I am a little astonished at the lack of traction for Wave's solution, which I cannot easily explain."
I think all of us Wave investors have thought that same thought at one time or another.
I chose to try and understand the details of the technology that Wave is trying to market (and associated technology)to see if that could explain the lack of major traction, a piece or several pieces of the pie missing that was impeding progress. As opposed to Wave's sales/marketing strategy as the problem.
There are now enough TPM's/SED's available for the market to engage hardware based security in the PC space so what's the problem?
I cannot imagine that in the next 12 months that significant traction won't take place in the Government sector (and I guess the mobile space as Wave develops a business plan) but I sure have been wrong many times before.