Msg. 05854 of 54959 (This msg. is a reply to
05848 by
tkc)
Jump:
Hi tkc,
Just found the reference to 190. Forgot about the DD website for a wee bit.
I am still working off the 170 number, but the 190 wouldn't surprise me if the time is nigh.
Perhaps Wave is going to rocket launch after all and during these long years they have patiently and quietly been filling the after burners with fuel for the journey, once it begins.
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.
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