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Re: 4321

By: Cactus Flower in ALEA | Recommend this post (0)
Wed, 14 Sep 11 3:31 AM | 13 view(s)
Boardmark this board | The Trust Matrix 		Msg. 05827 of 54959
(This msg. is a reply to 05822 by 4321)
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Hi 4321,

The consistency of failure to gain traction on the demand side is more than one would expect over a decade with the support they have had. The mismatch between the supply side successes and the demand side failure is pronounced. They can persuade a distribution partner to pay them $5m/quarter to embed their software, they can help deliver a secure hardware architecture across the entire chip and hard drive industries and yet they can hardly buy a corporate client. Even their technology partners fail to use their products.

This is the mystery of Wave.

I'm more-or-less at a loss to explain it, although I have tried, endlessly. I wonder why I should be more hopeful looking forwards. I can't provide a good reason to do so. More products. More opportunities. We can keep lining them up, but where are the buyers? My target of four major deals as a minimum for 2011 was fairly humble. Now it looks like a mountain. Even incremental growth isn't obvious to me.

So...

Where's the catalyst? PWC is out there pounding the pavement. NSA has arranged a conference to seed the market. Wave has increased its sales staff significantly. But there's almost nothing to show for it.

It looks like the world is set up for some event to happen which will bring the market into motion. But if that were the case, it would not be a secret and Wave's stock price would be stratospheric. It's quite baffling.

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The above is a reply to the following message:
Re: 4321
By: 4321 in ALEA
Tue, 13 Sep 11 9:06 PM 		Msg. 05822 of 54959

"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.

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