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If MS absorbs the client side

By: Cactus Flower in ALEA | Recommend this post (0)
Fri, 16 Sep 11 8:10 PM | 30 view(s)
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Msg. 05847 of 54959
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I wonder what happens to Wave's revenue stream from Dell?

There's a possible transition here that may require financing. The opportunity to sell ERAS atop an MS-enabled client is surely much less remote. On the other hand, the loss of the fixed revenue stream adds risk to Wave's equation.

Assuming this issue is lurking, Wave's decisions begin to make sense.


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