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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