Msg. 05848 of 54959 (This msg. is a reply to
05847 by
Cactus Flower)
Jump:
Hi CF, that indeed raises the risk. Wave gets ~$4.5M/Q for ETS w/ CSP from Dell. If MSFT does something similar and bundles it w/i Win 8, Waves $30M shelf may not last long. That 30 day notice in Wave's contract w/ Dell looms. Either way they'll still have a couple of Qs left selling to Dell. Mundo posted that he hears Wave is now up to 190 employees. Losing $4.5M/Q from Dell, not replacing revenue from GM & BASF is another $2.7M/Q while adding another $1M/Q for 20 new employees, adds a total $8.2M to the $2M loss last Q.
Really puts Wave in a tight spot. ERAS must start to seriously sell.
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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