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It will be interesting to see how the market responds to this.
On one-hand we have a 'go forward' strategy that can now be implemented. Royalties will follow...
On the other hand this arrangement with TPL is quieting. However, it is important to remember that they did bring INTC to the table opposite PTSC bringing AMD to the table. Both organizations together should be successful. I think the one that is more successful will make the effort to buy the other if PTSC is not taken out first. Of course, if TPL is tied to the IP then they would follow along in any buyout. This probably reduces the chance of a buyout.
But I haven't seen any arrangements and much of this is pure speculation.
There are two scenarios as I see it...
First, there is new competition in the OS world to MSFT. Linux proved MSFT vulnerability.
The second scenario is that Apple controls the hardware and the price is higher. This creates two classes of computers (which already exists) but removes the 'non-compatible' argument.
I tend to think it is the first scenario.
Notice the year...
http://lowendmac.com/rumormill/02/0405.html
OS X to support TPM? A TPM with a movie and music store tied to it?
I remind you - OS X is open source - look to Linux for the blueprint.
AH! The DD abounds...
What remains to be seen is how secure OS X will be in the x86 environment. I suspect the DRM capability of the Intel chip played a factor. Pixar and MPAA are going to protect their content.
The success of Linux on the x86 (read as taking significant market share from MSFT) proved to Jobs that OS X on the x86 would be an even bigger hit against MSFT. If I were long MSFT I would be a bit nervous right now. They have 1 year to get Longhorn straight. After that, its a OS X world.
I think Apple should have done this last year. They would be about to de-throne MSFT today instead of a year from now.
wizard,
You might consider changing your moniker. You don't want to be cast amongst the inflexible cultists!
That you are here instead of there where everything is cast in that pall, demonstrates a rare ability amongst that crowd of thinking macro.
This basically lines up to a OS war between Apple and MSFT. Guess who I put my money on?
OT...Represented Transitive Technologies in a co-development and licensing agreement with Apple Computer
http://pview.findlaw.com/view/3340942_1?&channel=CCC
OT...16-percent of computer users are unaffected by viruses, malware because they use Apple Macs
Friday, June 03, 2005 - 08:39 AM EST
In a press release on Friday, Wizzard Software explained why they believe the Macintosh market is important as they prepare to release AT&T Natural Voices for Apple's Mac OS X:
According to a statement released earlier this year, Apple Computer reported their 2005 first quarterly revenue and net income as the highest in the history of their company, with 74% revenue growth. Apple shipped 1,046,000 Macintosh units during this quarter, representing a 26% increase in CPU units over the year-ago quarter. According to US News and World Report, Macintosh owners buy 30% more software than their Windows counterparts. Further, Macintosh software comprises over 18% of all software sold, according to the Software and Information Industry Association. In addition, the Software Publishers Association (SPA) estimates that 16 percent of computer users are on Macs.
Also, yesterday, Winn Schwartau, one of the country's leading experts on information security, infrastructure protection and electronic privacy, summed up his first month's experiences in his conversion from Windows to Mac:
In the WinTel world, could you do this? Or maybe you should ask, 'Do I really want all of that paranoia to go away? Do I really want to spend more time enjoying whatever the hell I do on my 'puter, or maybe I should continue wasting hours every week on security crap that shouldn't be a problem in the first place? Hey. It's just a question.
Matthew G. Solovey, writing for The Hershey Chronicle yesterday, explained:
As Windows users continue to run their adware, spyware, and virus removal programs, Macintosh enthusiasts have enjoyed - literally - zero viruses. Adware and spyware are nonexistant as Mac users surf the Web without issue. OS X's UNIX shell is a secure system that keeps your computer safe, and Apple has built in a firewall for added security. In addition, it's stable. OS X users report months without rebooting their computers.
http://macdailynews.com/index.php/weblog/comments/5933/
cmf, some wavoids would never accept such an event. eom
dabears, and Rob Enderle is quoted on Transitive's home page.
http://www.transitive.com/
And I will laugh my arse off if Apple starts out with a TPM machine - I wonder how many Apple basher Wavoids will change their iTune then?
Yeah - right...
Apple = Pixar = MPAA insertion and the iPod is the cross-over. Much bigger value here than the number of platforms running OS X. I suspect after the migration (if it happens) to the x86 the number of OS X users will skyrocket. Add digital content from music and movies and it will need some protection. This is about content distribution and an open source operating system.
But then what do I know...?
The AMD settlement alone may realize that...
I am interested to see the next Q numbers from the AMD settlement.
I suspect news...
...within in the next couple of weeks.
Sony BMG tests technology to limit CD burning
Sun May 29, 2005 10:11 PM ET
By Brian Garrity
NEW YORK (Billboard) - As part of its mounting U.S. rollout of content-enhanced and copy-protected CDs, Sony BMG Music Entertainment is testing technology solutions that bar consumers from making additional copies of burned CD-R discs.
Since March the company has released at least 10 commercial titles -- more than 1 million discs in total -- featuring technology from U.K. anti-piracy specialist First4Internet that allows consumers to make limited copies of protected discs, but blocks users from making copies of the copies.
The concept is known as "sterile burning." And in the eyes of Sony BMG executives, the initiative is central to the industry's efforts to curb casual CD burning.
"The casual piracy, the school yard piracy, is a huge issue for us," says Thomas Hesse, president of global digital business for Sony BMG. "Two-thirds of all piracy comes from ripping and burning CDs, which is why making the CD a secure format is of the utmost importance."
Names of specific titles carrying the technology were not disclosed. The effort is not specific to First4Internet. Other Sony BMG partners are expected to begin commercial trials of sterile burning within the next month.
To date, most copy protection and other digital rights management-based solutions that allow for burning have not included secure burning.
Early copy-protected discs as well as all Digital Rights Management (DRM)-protected files sold through online retailers like iTunes, Napster and others offer burning of tracks into unprotected WAV files. Those burned CDs can then be ripped back onto a personal computer minus a DRM wrapper and converted into MP3 files.
Under the new solution, tracks ripped and burned from a copy-protected disc are copied to a blank CD in Microsoft's Windows Media Audio format. The DRM embedded on the discs bars the burned CD from being copied.
"The secure burning solution is the sensible way forward," First4Internet CEO Mathew Gilliat-Smith says. "Most consumers accept that making a copy for personal use is really what they want it for. The industry is keen to make sure that is not abused by making copies for other people that would otherwise go buy a CD."
As with other copy-protected discs, albums featuring XCP (extended copy protection) will allow for three copies to be made.
However, Sony BMG has said it is not locked into the number of copies. The label is looking to offer consumers a fair-use replication of rights enjoyed on existing CDs.
COMPATIBLE FOR ALL?
A key concern with copy-protection efforts remains compatibility.
It is a sticking point at Sony BMG and other labels as they look to increase the number of copy-protected CDs they push into the market.
Among the biggest headaches: Secure burning means that iPod users do not have any means of transferring tracks to their device, because Apple Computer has yet to license its FairPlay DRM for use on copy-protected discs.
As for more basic CD player compatibility issues, Gilliat-Smith says the discs are compliant with Sony Philips CD specifications and should therefore play in all conventional CD players.
The moves with First4Internet are part of a larger copy-protection push by Sony BMG that also includes SunnComm and its MediaMax technology.
To date, SunnComm has been the music giant's primary partner on commercial releases -- including Velvet Revolver's "Contraband" and Anthony Hamilton's solo album. In all, more than 5.5 million content-enhanced and protected discs have been shipped featuring SunnComm technology.
First4Internet's XCP has been used previously on prerelease CDs only. Sony BMG is the first to commercially deploy XCP.
First4Internet's other clients -- which include Universal Music Group, Warner Music Group and EMI -- are using XCP for prerelease material.
Sony BMG expects that by year's end a substantial number of its U.S. releases will employ either MediaMax or XCP. All copy-protected solutions will include such extras as photo galleries, enhanced liner notes and links to other features.
Reuters/Billboard
http://www.reuters.com/newsArticle.jhtml?type=musicNews&storyID=8637014
Intel board question...
Anybody know the status of these boards at Intel that I belive are undergoing testing for release with 1.2 and 945 chip sets.
D945GTP
D945GNT
D945GCZ
Also, there is an ASUS board available with a TPM, but I don't know what version (I think 1.1b). P5WD2 with a 995x chip set.
AMD to Unveil New Line of Chips
To Boost PC Speed
By DON CLARK
Staff Reporter of THE WALL STREET JOURNAL
May 31, 2005
Advanced Micro Devices Inc. is introducing its first dual-processor chips for personal computers, a move highlighting differences with Intel Corp. in marketing the highly touted technology.
Such "dual-core" chips, as they are called, combine two electronic brains on a single piece of silicon to boost computing performance. Only a small number of programs have been rewritten to apply both brains to a single task. But dual-core products can improve the way computers do multiple chores at once, such as downloading music while creating a document.
AMD, Sunnyvale, Calif., beat Intel to market with dual-core chips for server systems, while its larger rival was first to deliver the technology for PCs. Now, the first AMD dual-core chips for PCs, called Athlon 64 X2, are being unveiled today at the Computex show in Taiwan.
The company, the perennial underdog to Intel in microprocessors, is targeting the chips at sophisticated users tackling chores such as digital photography, graphics design and film editing. In games, a field where few programs have been modified to take advantage of dual-core chips, AMD plans to keep offering high-performance chips with just one processor, said Bob Brewer, a vice president in AMD's desktop-chip group.
Intel, by contrast, in April targeted its first dual-core chip at game players. It followed up last week by announcing a dual-core chip called the Pentium D that is aimed at a mainstream audience of consumers using digital media, also promoting the use of Intel accessory products called chip sets for chores such as distributing streams of audio and video.
AMD, which once followed Intel's technology lead, believes it has big advantages in the latest race. Each processor on its chips can communicate directly with the other, reducing the time each must wait for information needed to get computing chores done. Intel's processors must send data to an external set of chips and back again to communicate with each other.
AMD plans to charge more for the new products than Intel, reversing a pattern of underpricing or matching the market leader. The new Athlon 64 X2 comes in four models with list prices of $537, $581, $803 and $1001. Intel's fastest dual-core chip, the Extreme Edition, is priced at $999, while the Pentium D chips come in models priced at $241, $316 and $530.
In dual-core chips, "Intel could become the valued-oriented player," adopting a moniker AMD has used at times in offering lower prices, said Nathan Brookwood, an analyst at Insight 64, a market-research firm in Saratoga, Calif.
http://online.wsj.com/article/0,,SB111749074197546463,00.html?mod=yahoo_hs&ru=yahoo
[bolds are mine] HP Announces New National Identity System Solution Built on Microsoft .NET Platform
Friday May 27, 6:00 am ET
Solution Will Drive Simplified, Secure Identification Management for Governments Around the World
PALO ALTO, Calif.--(BUSINESS WIRE)--May 27, 2005--HP (NYSE:HPQ - News; Nasdaq:HPQ - News) today announced the availability of the HP National Identity System (NIS) solution on the Microsoft® .NET platform.
The HP NIS solution allows governments to build and quickly deploy at an affordable price a complete, standards-based and technologically agile infrastructure that meets their changing needs for security and identity management.
Going beyond simple secure identification and authentication functionality, the solution enables modern national identification systems to allow citizens to access e-government services and conduct secure transactions. The solution also provides citizens with improved secure and intelligent identity documents.
For example, with heightened security awareness at national borders, the solution fulfills the new requirement to ensure traveler and citizen credentials across an entire country or region.
In addition, the modular nature of the solution enables national and regional governments to more easily plug in additional elements, such as biometrics, to customize and balance the level of security and privacy as defined by a government's policy and requirements.
Recent figures from industry analyst firm Morgan Keegan show that the worldwide identity management market is approximately $4.8 billion and is estimated to grow to approximately $10.7 billion in 2007.(1)
"The need to securely identify people moving across national and international borders has never been more important than it is today," said Jim Ganthier, worldwide leader, Defense, Intelligence and Public Safety, HP. "HP and Microsoft are working together to provide government agencies the ability to access the integrated data streams needed to securely identify people both in the physical and virtual worlds."
Built using HP's expertise in national identity systems, security frameworks and public key infrastructures (PKI), the HP NIS can be fully integrated into the HP e-government framework and integrated into a nation's e-government services delivery framework. The solution encompasses all the essential national identification system attributes and functions, including:
Online and offline enrollment of demographic and biometric data through live capture
Local request as well as regional/central verification and registration
Multi-tier architecture
Secure management of the document lifecycle
Biometric and personalization subsystem integration
Online and offline identity verification
Fault tolerance and disaster recovery through design
HP and Microsoft are investing in the solution through initiatives such as joint training programs and the establishment of specialist centers around the world to further develop, demonstrate and sell national identity system solutions.
The NIS leverages HP's extensive experience in delivering fully integrated solutions, which include consulting and integration, desktops, servers, management software and support services. Recognizing HP's .NET commitment and unique capabilities, Microsoft has endorsed HP as its worldwide prime integrator for Microsoft .NET technologies.
For the HP NIS solution, Microsoft supplies a wide range of software products and technologies, including Microsoft Server 2003 Enterprise Edition, Microsoft BizTalk Server 2004, Microsoft SQL Server 2000 (64-bit), the Microsoft .NET Framework and Microsoft Services.
"Microsoft recognizes that national governments and their principal agencies have unique information technology requirements, particularly as more governments look to implement e-government solutions," said Jan Muehlfeit, vice president, Public Sector -EMEA, Microsoft. "Secure and reliable identification and authentication of individuals helps power more useful and compelling experiences for users and provides citizens easy and secure access to services. Working with industry partners such as HP is an important step and will provide public sector organizations with new technology solutions to address these key customer concerns."
HP has successfully delivered innovative NIS solutions to a wide array of national and regional governments. As part of working with this wide range of customers, HP identity management solutions have spanned HP-UX, open source and Microsoft platforms, as well as HP OpenView Identity Management software and services.
The Italian Ministry of Interior, for example, is working with HP to provide smart electronic national identity documents for all Italian citizens. The initiative will assist particularly in the delivery of e-government services by supplying secure access to government services portals and enabling transaction authentication through digital signatures.
In addition, HP is connecting citizens in Israel, Poland, Slovakia and Bulgaria with new identity and entitlement documents such as passports, driving licenses and identity cards to ensure security and public safety through improved and counterfeit resistant technology.
For nearly two decades, HP and Microsoft have been working together to define industry standards through joint development, testing and preparation of leading PC and server solutions. During this time, Microsoft and HP have participated in a variety of programs including Microsoft's Joint Development Program, Rapid Development Program and Corporate Preview Program. Microsoft also has designated HP as a Global Launch Partner.
To request more information about the HP National Identity System solution, go to http://h10038.www1.hp.com/forms/form2004.asp?cid=107&agencyid=1&mcc= avck. (Due to its length, this URL may need to be copied/pasted into your Internet browser's address field. Remove the extra space if one exists.)
http://biz.yahoo.com/bw/050527/275136.html?.v=1
Something this way comes? eom
Sirius Satellite Radio, Apple in Talks over iPod
The Mac Observer
05/26/05 11:47 AM PT
"Will there be MP3 players that include satellite radio? Sure. The technology's easy," Sirius Satellite Radio Chief Executive Mel Karmazin said. The issue, he explained, is whether a combination MP3-like device that plays satellite radio would hurt Sirius's business and just how they would split the profit from equipment and monthly subscription with someone like Apple.
Can your network transform your business? See how AT&T can help.
Sirius Satellite Radio Chief Executive Mel Karmazin told shareholders yesterday the company has talked wit Apple Computer (Nasdaq: AAPL) about a Sirius-enabled iPod, but that no deal has been struck.
Karmazin, responding to questions during the annual Sirius shareholders' meeting in New York, said the company has "had discussions with everyone," including makers of cell phones, digital music players and other devices. He said that he had had dinner Monday night with Apple CEO Steve Jobs and other digital entertainment-related executives at the Wall Street Journal D: Conference outside San Diego, Calif. He did not elaborate on the topics discussed with Jobs.
"Will there be MP3 players that include satellite radio? Sure. The technology's easy," he said. The issue, he explained, is whether a combination MP3-like device that plays satellite radio would hurt Sirius's business and just how they would split the profit from equipment and monthly subscription with someone like Apple.
No Deal Yet
"If we don't do a deal, our current business plan is just fine," Karmazin said.
Sirius Satellite Radio Chief Executive Mel Karmazin said his company has talked to Apple about a combo Sirius/iPod device, but that no deal has been struck.
Sirius is the second largest satellite radio provider in the U.S. behind industry leader XM Satellite Radio. In January, The Mac Observer reported XM had had discussions about a combination portable media device and XM receiver with a number of major manufacturers, including Apple, but no formal partnership has been formed and there were no plans for an imminent announcement.
XM Director of Product Marketing Phil Whitworth said that while the company is very interested in developing a MP3-like device that includes XM's service, it is not as high of a priority right now compared to expanding its reach into home entertainment devices, such as stereo systems and alike.
"Generally, our current focus is on home entertainment," Whitworth told TMO. "We are working with a number of companies to make sure XM technology is embedded in home stereo systems, boomboxes, and more."
Whitworth said XM has talked to a number of major players in the digital media device market, such as Apple and Microsoft (Nasdaq: MSFT) , but said, "they have not been active discussions. They have been more along the lines of introducing our technology and discussions of possible ways of bringing a digital music player together with XM's service."
More Focus on Media Players
Chance Patterson, XM company spokesman, cautioned that talks with Apple do not mean an agreement for a iPod-like product with XM service built in is a done deal.
"We talk with a lot of companies," Patterson said. "That doesn't mean they have committed to building in our chip or our service. That doesn't mean it couldn't happen in the future, but it doesn't mean it's happening sometime soon. We have no imminent announcement."
While the current push is to get XM into more traditional radio devices, Whitworth emphasized that working with digital media device makers will be more of a focus in 2005 and beyond.
"There is no reason why we can't embed the XM 'Connect-and-Play' technology into MP3 players, like the iPod," he said. "There are no limitations to making XM technology a part of small, digital media products. We're excited about exploring those possibilities with manufacturers and those discussions are ongoing."
Emphasizing again the push to get XM technology into home entertainment products, Whitworth said it's too early to say when and with whom XM could partner with on a portable device like an iPod, iRiver, RCA or Samsung player.
"We can't leap ahead of ourselves," Whitworth commented. "It's too early to set a time line on a XM ending up in digital devices, but it's on our radar."
http://www.linuxinsider.com/story/PlGya890DCE7HV/Sirius-Satellite-Radio-Apple-in-Talks-over-iPod.xht...
Shattered Mac illusions
By Mark Gibbs, Network World, 05/23/05
I have been Macified. After not owning a Macintosh for more than 12 years I finally decided that the undeniable coolness and beauty of the hardware and particularly of OS X meant that it was time to get religion!
The beast, which arrived a couple of weeks ago, is a Power Mac G5 with dual 2-GHz processors and 1.5G bytes of RAM running OS X Tiger. What a gorgeous piece of engineering! It is an elegant design even under the hood: When you need to take off the side to, for example, add extra RAM, one latch frees the panel. And all the subsystems are plug-ins, making it incredibly easy to work on. Heaven.
Then when you run up OS X, again, wow. The operating system has a remarkable polish - just as if someone had thought about the design as a whole rather than finding and assembling a collection of spare parts and forcing them to fly in formation.
Anyway, back to the Macification: First I fooled around checking out all the cool new features. Tiger has a lot of really well-implemented new stuff that makes it significantly more powerful.
Next I decided to load my photographs into iPhoto. My photo collection is fairly large, weighing in at 14,618 files for a total of 18.7G bytes.
I copied the files to the Mac from my Windows desktop, an XP system that is misbehaving to the point where it is time to wipe it and start again. <digression> It is amazing that XP systems can get to a condition where it is easier to erase and re-install everything than diagnose and fix what's wrong. </digression>
So now that I had the image files on the Mac I could start loading them into iPhoto. All seemed to go well with iPhoto doing its indexing and thumbnailing, then it finished - crash.
I restarted iPhoto. The program ran for a couple of minutes then, thud! I re-imported the photos. IPhoto finished the import, stayed up again for a couple of minutes, then thud. In the middle of this the 10.4.1 release of OS X came out, which apparently included some iPhoto improvements, but nothing I could find mentioned the problems I was seeing. I applied the upgrade and resorted to clearing out about 5,000 pictures and iPhoto seemed to become stable again.
Now, let's review: This was a brand-new machine, the system detected no problems and iPhoto hadn't been used before, but handling just less than 15,000 images made it blow up. And I thought Mac applications were generally considered to be better than Windows applications. Evidently this is not the case.
According to discussions I've had on lists and in Apple forums, there's no obvious explanation for my problems with iPhoto. According to Gary Stock, CTO of Exfacto: "From a Mac perspective, the surprising part is that iPhoto even tried, rather than warning you when you crossed some threshold or advising you to reduce the dataset."
Exactly! Which makes me think the problem is more fundamental than bad error-handling in the application, unless you are willing to believe that Apple's programmers are not very skilled.
From my experiences with Windows and now OS X, maybe when it comes to sophisticated, multimedia applications it doesn't matter what platform we're using. It may be the case that humans are not capable of creating stable software for the level of complexity required.
Maybe there's a sort of code-complexity limit that we have crossed in the latest generations of computer systems that makes software stability probabilistic rather than deterministic. If so, it makes for some interesting implications for systems engineering.
To begin with, managing systems in the future might be more like psychiatry than programming.
Despite these snafus I still love the Mac. It is just that my illusions are shattered.
Condolences to backspin@gibbs.com. Check out Gearblog while you're at it.
http://www.networkworld.com/columnists/2005/052305backspin.html
Mad as hell, switching to Mac
By Winn Schwartau, Network World, 05/23/05
This is my first column written on a Mac - ever. Maybe I should have done it a long time ago, but I never said I was smart, just obstinate. I was a PC bigot.
But now, I've had it. I'm mad as hell and I'm not going to take it anymore.
In the coming weeks I'm going to keep a diary of an experiment my company began at 6 p.m. April 29, 2005 - an experiment predicated on the hypothesis that the WinTel platform represents the greatest violation of the basic tenets of information security and has become a national economic security risk. I do not say this lightly, and I have never been a Microsoft basher, either. I never criticize a company without a fair bit of explanation, justification and supportive evidence.
I have come to the belief that there is a much easier, more secure way to use computers. After having spent several years focusing my security work on Ma, Pa and the Corporate Clueless, I also have come to the conclusion that if I'm having such security problems, heaven help the 98% of humanity who merely want a computer for e-mail and multimedia.
Even though I'm a security guy going on 22 years now, my day-to-day work is pretty much like everyone else's. I live on laptops and use my desktops at home and the office for geeking and experimenting. My two day-to-day laptops (two, for 24/7 backup) are my business machines. I don't need them to do a whole lot - except work reliably, which is why I am fed up with WinTel.
I want my computer to function every time I turn it on. I want my computer to not corrupt data when it does crash. I use a handful of applications: Microsoft Office, e-mail, browser, FTP client and some multimedia toys. Regardless of format, they should work without crashing.
I live on the 'Net. I do not want my browser to eat up all of my memory. In the WinTel world I need an assortment of third-party tools to try to keep my PC alive. That's just crazy.
Why does WinTel have these problems? I have heard all sorts of explanations, and I don't subscribe to any of them. I've come up with my own (hopefully rational) reasons WinTel will fail - and has to fail:
Windows is complex, trying to be everything to everyone. This complexity comes at a terrible price: downtime, help desks, upgrades, patches and the inevitable failures.
When a new operating system or service pack is released, there are tons of changes to the functionality.
WinTel machines use different versions of BIOS. They are not all equal, nor do they all have the same level of compatibility.
Some Windows software applications are well written; others take shortcuts. Shortcuts may work in some environments, but not all, and ultimately the consumer pays in lost time, availability and productivity.
Hardware. There are hundreds of "WinTel-compatible" motherboards, each claiming to be better than the next. Whatever.
Memory. Not all RAM is equal. Some works well. Cheap stuff doesn't.
Hard disks. Same problem: cheap or reliable. Your call.
Here's my answer to the WinTel problem: We need an open Simple Operating System (SOS) that meets the needs of the majority of people who buy PCs for everyday home and enterprise tasks. Get rid of the complexity and simplify the interface between SOS, BIOS and hardware. In other words, KISS. You know what it means. KISS SOS.
Because SOS doesn't exist yet, my company has given up on WinTel. We have successfully moved to Mac in less than two days. Think about it: a security-friendly alternative that works and doesn't require gobs of third-party utilities to safely perform the most mundane tasks. Please follow the details of our experiment at securityawareness.blogspot.com. It's already way more interesting than I thought it would be.
http://www.networkworld.com/columnists/2005/052305schwartau.html
Hi Weby!
I just received a note from an Apple friend who lurks here (say it isn't so) and he said I should check out your post.
First, let me say that you should be banned from this board for not less than 3 weeks and your return should be allowed only upon an apology from you to the board for wasting this board's valuable space and incredibly important PC-centric discussions.
Everyone knows that Darth Vader lurks in the hearts of PCs...
BTW, I hope you are doing well.
just stopped by to have a little beer and say...
...hello!
I have had a few calls today from 'longs' and I want to take a moment to provide my thoughts...
1. Trusted computing is happening.
2. Wave's market is mostly trusted computing.
How big is number 1? No one really knows, but I think it could be big.
Will Wave be able to execute upon this market in a meaningful (i.e., revenue generating way)? This remains to be seen and is tied to #1.
I have believed for some time that Wave is over-valued. I believe today it is closer to a value based upon the unknown's of the size of the market, its value, and Wave management's ability to execute.
I think the share-price is getting closer to an acceptable value. If this share price holds a reverse split (notwithstanding execution) is the only thing that will prevent a de-listing. Further, I think this more accurate value will attract potential buyers of the Company.
The IP will not just disappear at a fire-side sale in my opinion. I think if Wave's management is unable to execute upon a revenue generating model then Wave will be purchased.
I still own my core at I will average my position down when the smoke clears. But I will not get stupid on that averaging down - Wave's management has come a long way and they still have a long way to go...
Interesting little jump at the close on Friday...
...some news around the corner?
I can't tell if there was significant volume at the end of the day to justify that jump or not:
http://finance.yahoo.com/q/bc?s=PTSC.OB&t=1d&l=on&z=m&q=l&c=
Tinroad, I had not heard this. I am curious too. However, he has been around forever and maybe it was time for a change for either him, PTSC, or both?
And therein lies the real question...
Will revenues reflect all of these different licenses next Q, and if so, to what varying degree?
What ever is INTC going to do now that AMD has 'locked' up PTSC?
Not a lot of options to happen here:
1. INTC waits it out. Looses in court and settlement/damages are forthcoming.
2. INTC waits it our. PTSC runs out of money, and AMD absorbs/buys.
3. INTC settles and licenses.
4. INTC buys - interesting bedfellow with AMD as preferred shareholder.
Even a token buy-back or insider buying would really send this stock to higher levels.
Curious comment...
"This first-ever profit was the direct result of our entering into several licensing agreements with AMD," Wallin said.
http://biz.yahoo.com/bw/050405/55231.html?.v=1
Imagine where the pps will be if...
...significant revenues are booked this quarter from AMD....
Jobs: Symantec Warns More Hackers Eyeing Apple's Macintosh OS
http://www.forbes.com/facesinthenews/2005/03/22/0322autofacescan09.html?partner=yahoo&referrer=
dilleet, that I was once a...
... wavoid, is true. However, I moved from being a follower of the company to a watcher of the TCG movement. The recipe for security is available at: http://www.trustedcomputinggroup.org
Dell's offering is being delivered today to government and enterprise level customers. I've heard through the grape-vine that if a machine does not have a TPM on board that government procurement officers are warned not buy. Though the Mac does not have a significant footprint in the government space, without a TPM and the government's requirement for it, the opportunity in this space will close.
Trusted computing is now officially here. That you heard about this deployment is unusual as it was done with very little fanfare.
I do agree that the security threat to the Mac is not anywhere near the PC levels. However, do you remember the tipping point of security? Do you know when it all of a sudden became a big threat? It started long ago with a single virus.
We can learn from the past or be doomed to repeat it...
Blue, it was encoded in a...
... Virtual PC file. No FUD, but to ignore the new hacker/cracker and script-kitty attention the Mac is now receiving is to pretend that software is impervious to attack. It most certainly is not. With increased market penetration comes security risks.
An ounce of prevention is a pound of cure.
Let's see if Steve will fill the pot-holes after motorcyclists have wiped out on the cyber-highway, or whether he will take a preventive stance.
Time will tell...
Not at all...
... as a number of my colleagues here will vouch, I have been concerned about this day coming. In fact, recently I had an experience with a Mac-based virus coming through my email but I stopped it.
When you download a trojan (or it is inserted on your machine) your key strokes can be captured and sent out without you ever knowing it until you log into your brokerage account...
Software is limited in its ability to secure the OS and our identities. For my part, I am extra cautious. A lot of folks are not. This will not be fun.
The Trusted Computing Group (TCG) has developed the hardware schema to protect the OS and my identity. Heck, even Dell is now deploying hardware-based secure machines. This is one time the Mac has lagged. Agreed because it was not a vulnerable platform. It is now vulnerable and Jobs will be playing catch up.
See that spike today around 1130am...?
The good guys are still here. I wonder what else is coming now?
Nothing has changed - AMD proved that...
... now Intel has to not only play against the legal team, now they have to play against their competitors.
Thanks loose hands!
moxa1, yeah, "nice" was the wrong choice...
... I meant 'compelled'.