Posted by: old kid on the block Date: Friday, February 20, 2009 8:53:47 PM
In reply to: Ramsey2 who wrote msg# 175508 Post # of 175532
Please focus on and listen to Dell's response to the 2nd to last question regarding "other vendor" solutions that work with Dell's E-series equipment: dell.awakit-webcasts.com
The vague response clearly acknowledges that Wave's solution(s) may be accompished via other vendor solutions; and, that, as stated, the primary benefit of Wave's participation is in Wave being a great fit in the "ecosystem".
Thus, is it not now clear that Wave's solution(s) is not pivotal to all deployment/implementation scenarios involving FDE etc. And, as such, is there something that specifically differentiates Wave's contribution to TCG solutions that will generate revenue substantially in excess of other like solutions providers revenue?
As fine a webcast presentation as it is, I welcome anyone to correct my understanding - if i'm mistaken - that Wave's solutions used in Dells E-series are NOT PROPRIETARY in the sense that another comparable and equivalently effective solution may be employed WITHOUT participation of Wave, whether via usage of some subset of Wave product(s) OR paying IP licensing royalties to Wave.
Ramsey, i absolutely agree that "quality folks like Gregg" bring all the best possible to most effectively delivering a message.
And, yes, it is extremely gratifying as a shareholder to see such an excellent front-man (or woman) postioning product in a market, especially in conjunction with the globally respected player, Dell -- for sure, being able to represent Wave solutions as an embedded component easily serviced via reknowned Dell-tech-service (i.e., as was represented in the webcast) is huge.
So, yes, Wave has the: (1) salable goods; (2) key partners; (3) quality sales-reps and tech-staff; and, (4) potential for success.
However, I depart from agreement with your claim that "Wave can't go wrong with quality folks like Gregg" in that Wave is yet to irrefutably demonstrate that it is financially viable as an independent co.
As described above - IF you agree that Wave's: (1) not the kernal that makes all else possible in the TCG world; (2) IP is not critical path to all other solutions (i.e., indespensible to acheiving the necessary goal) - could this be the very reason why Wave has not been able to generate and announce countless contracts, material agreements etc, that commit other enterprises to PAY Wave?
I welcome, almost beg for someone to explain to me why my thinking is wrong or misplaced and provide a credible explanation of why Wave isn't yet selling product as fast as the Dell sales force can distribute it.
For rational consideration and, until proven differently, I suggest Wave CAN go wrong, certain quality folks notwithstanding.
Have a great weekend |
