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Re: SED bundling

By: Cactus Flower in ALEA | Recommend this post (0)
Tue, 05 Feb 13 10:59 PM | 69 view(s)
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Msg. 12608 of 54959
(This msg. is a reply to 12606 by Cactus Flower)

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On the other hand, I'm just not so interested in Wave watching these days. Basically, an entire year passed with no substantial news. That provides plenty of information about Wave's progress. Omissions are as meaningful as additions.

For me, the current presumption is that Wave is not a high growth company. Its product does not seem to have broad appeal. I'll change this presumption if they can get a flow of orders running. But speculating on future orders has been a mug's game.

So just speaking for myself, I've decided to leave all of that to the Wave NN board (No News). By all means post here if you wish, though.


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The above is a reply to the following message:
Re: SED bundling
By: Cactus Flower
in ALEA
Tue, 05 Feb 13 7:41 PM
Msg. 12606 of 54959

That's about what I remember.

Also I think Samsung was meant to start coming online in q4. Not sure how far that will extend along Samsung's supply chain - corporate/consumer, TPMs, types of equipment. But there should be a goodly volume at some point.


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