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Re: Plympton re WXP***

By: DigSpace in ALEA | Recommend this post (0)
Tue, 03 Apr 12 7:35 PM | 60 view(s)
Boardmark this board | The Trust Matrix 		Msg. 07186 of 54959
(This msg. is a reply to 07185 by Cactus Flower)
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When scrambls is seen as a consumer play, I don't like it. I see no leverage, history or demonstrated capacity for Wave to dabble in consumer plays.

If scambls was more of an integrated enterprise play that somehow brought Rackspace and Dropbox firmly into their DLP portfolio, then I see a place for some basic investment there. But they are not making that case. It would seem the ability to use these cloud servers as part of a secure confidential extension of enterprise DLP is an entirely coherent component of Wave's core strategy. Making social networking fancier is not.


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The above is a reply to the following message:
Re: Plympton re WXP***
By: Cactus Flower in ALEA
Tue, 03 Apr 12 7:25 PM 		Msg. 07185 of 54959

And by the way, I do see what they are thinking. Construct appealing services on the customer end, which one day might help usher TC into the marketplace.

It's just an expensive thing, when you are already building infrastructure for the TC market and adding mobile alongside PC, and Android/Apple alongside Windows. Show the market you have the DoD and haul in the cash flows from that. Then have that fund the tangential opportunities.

Hey, I'm one of the guys who supports Wave's revenue maximising (not-currently-profitable) strategy. But have some decency about it. It may be possible to justify R&D along the main branch. But other branches, not so much.

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