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Re: Incumbency

By: Cactus Flower in ALEA | Recommend this post (0)
Fri, 16 Mar 12 1:07 AM | 88 view(s)
Boardmark this board | The Trust Matrix 		Msg. 06858 of 54959
(This msg. is a reply to 06857 by DigSpace)
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Hi Dig,

I think the timing of a putative Dell abandonment of Wave really doesn't make any sense. We know that the DoD saucepan is heating up.

So I agree that there's probably a harmless eg out there which boils the issue down to perfection.

I get the sense that Wave is way ahead of any competition still. But competition will surely appear one day.

I still think the bit of the market Wave is investing in will probably have network effects characteristics. So the company which leads the market will have a large proportion of the opportunity. And I still think Wave is best positioned to be that company.


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The above is a reply to the following message:
Re: Incumbency
By: DigSpace in ALEA
Fri, 16 Mar 12 12:54 AM 		Msg. 06857 of 54959

alea, yea, those eg's are pretty much online with what I tossed out there on ihub. The broader issue of subordination of branding is still there, and I always live in fear of the way Trend-MobileArmor-Wimagic have joined forces and never can completely digest Credant, but we all have our issues.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=73306137

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