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Replies to Msg. #793894
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 Msg. #  Subject Posted by    Board    Date   
12748 Re: dilution*
   I'm thinking things aren't happening fast enough and that to avoid del... 		orda   ALEA   04 Mar 2013
 9:03 PM
12747 Re: dilution*
   Basically, Wave's leaders have a fairly poor hit rate at launching pro... 		Cactus Flower   ALEA   04 Mar 2013
 8:44 PM

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Re: dilution*

By: Cactus Flower in ALEA
Mon, 04 Mar 13 7:53 PM
Msg. 12745 of 54959
(This msg. is a reply to 12744 by orda)
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Hi orda,

I am not sure I've offered any fine speculations, unless you count income from embedded software associated with Samsung chip distribution.

But my best guess of the income/chip from that is in the $0.00 to $1.00 range and then within that range is something between 10 and 25 cents per chip, in mass volumes.

I'm thinking with luck they may reach $10-12m in quarterly revenues in 2013.

So nothing to get very excited about. But enough to keep the lights on if the management is less hopeless than it was in 2011 and 2012.

But it kinda seems the move to Samsung distracts from the possible vaporisation of Wave's DoD hopes courtesy of the sequester.

As I wrote on the iHub board, I think Wave likely has at least another three years to go before the next plausible timeline for mass enterprise adoption of TC. That is, assuming a TC-compatible architecture is adopted soon while allowing time for a critical mass to develop.

During those three years, however, one thing is almost guaranteed. Wave will continue to use its unsafe harbour to imply success is just around the corner.

For me, this is a sensible moment to clear out the c suite. Not just because they have blown the trust issue with sensible investors. Not just because they are overpaid relative to the revenues they generate and predict. But these folks don't know how to sell the product they have created. Serially.

I am not sure what other remedy might work than to find someone to run the company who has a product idea that enterprises actually want to purchase.