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Re: Wave CC

By: Cactus Flower in ALEA | Recommend this post (0)
Thu, 29 Mar 12 8:23 PM | 97 view(s)
Boardmark this board | The Trust Matrix 		Msg. 07136 of 54959
(This msg. is a reply to 07135 by Cactus Flower)
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Truth is, but for the army thing, I would think this story still has some way to go before it reaches the land of milk and honey.

Grinding through the caveats and avoiding the adjectives, the bottom up feedback seems to be, it's still fairly tough out there: TC remains an obscure ticket and Wave is hoping to leverage the Win8 roadmap to try to get Win7 trust solutions into operation.

But if the army bites, that makes things more interesting - even if it invites competition into the marketplace.


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The above is a reply to the following message:
Re: Wave CC
By: Cactus Flower in ALEA
Thu, 29 Mar 12 6:29 PM 		Msg. 07135 of 54959

Actually, a bit of an amendment re the CC.

I gave up listening during LG's questions, the answers having been utterly uninformative.

Just scanned the CC transcript and it looks like the discussion improved and actually became interesting thereafter.

I also see that Feeney said the Safend cost was $2.6m, which means there's some sort of mismatch with his preliminary figures, at least as I read them. It also means that Safend roughly broke even on a normalised basis. In turn, this means that Wave's company only loss was around $3.9m.

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