Hi 4321,
I'm more excited about the NIST, and Windows, and many other things than the video. I just wanted to point out that I recognized what they were trying to do with it. Strangely, my post on that has now been deleted on IHUB. Oh, well...
I think the biggest issue that many face is that there are so many things that are potentially coming to fruition in the course of this year that it makes it hard to wait for the reveal. I'm about ready to pop myself with anticipation.
Despite my anticipation, I think that Alea wrote a sagacious post a few days ago
So patience is a requirement for an investor. Yet the progress is evident on Wave's top line and the costs of R&D and sales personnel demonstrate that Wave is pursuing its strategy in a disciplined fashion. The longer they can withhold insight into how they are addressing the opportunity the better, as far as they are concerned. It isn't that the opportunity is not broadly known. But if they can help it, they don't want folks to know what their products look like until they are market tested and ready to roll. They don't want people to match their costs against their sales for particular products. They don't want people to know which companies are enrolled in regular purchases of Wave-enabled SEDs and ERAS etc. It suits them to do so. The cloud of unknowing has value to the company.
I hadn't thought of it quite like that.
But I still don't like waiting!
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