Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
it's a consumer... ahh it's an enterprise... ahh, it's a potential consumer or enterprise killer application for TC.
'group think' is not a perjorative. it's the way life works... there is always a 3% versus 97% split on any topic conceivable.
paid-for i-TV is about to explode. Don Quixote notwithstanding.
you want 'one consumer business model'? Seagate hinted at one... rentable trusted drive partitions. and others are waiting in the wings.
In summation, your Honor, QED ... (So how does Microsoft fit in? These TPM chips will ship on consumer PCs (not just business ones) that have Vista. Vista also has within it the newest Windows Media Center. If you combine the Media Center function — linking web content to the home television with a great interface for managing web content as if it were TV Guide on steroids — with the subscriber management capabilities in the TPM chip, well, then you have paid, managed content over the web.)!
Sort of OT -- as most who know me will assert, I am very politically and culturely conservative, and not given to intellectuel or cultural 'cotton candy'. I haven't owned a TV for two decades, so I was really surprised when I started visiting YouTube recently. I am really impressed with i-TV and if my own reaction is a gauge of the potential commercial success of the process of being able to download video content easily, anytime, and from anywhere, our investment in Wave, via WaveXpress, will be an unending transactional fee gold mine.
Whoa! -- I think the thought the bank is trying to convey is simple: Paying bills by exchanging checks and receiving mailed statements is inherently less 'secure' than paying via on-line internet banking... which is absolutely true, because most identity fraud is based on low-tech pilfering of physical documents, such as stealing bills from mailboxes, running unauthorized impressions of credit cards, reading social security numbers in the files of your doctor's billing records, etc.
relevance...?
Your leitmotif concerning SKS' managerial merit. It's not new, we've heard it before. 'Classism' rears it's ugly head....
My take on Wave's developments/progress, and the need for continued patient anticipation of success mirrors your own, exactly. I'm tired of de-constructing the minutiae of every CC and listening to whining about every deviation from plan on each quartewr's report of results. The story is still developing... why not just stay tuned?
On WAVEland Avenue? Yeah!
Ask yourself "Who is Ambler's intended audience?". It's not us... Case closed!
Good job, but I think you mis-spelled 'Malagulu'. Therefore, your credibility with me is Mala-zilch.
He said something, au contraire, in alluding to 'data at rest'. For those of us who are not jaded, here is the import of what he said: The concept of data at rest is a facet of computer security that has come into general recognition recently, because of the problems such as the plethera of stolen laptops, computers pilfered from offices, etc. It is a problem that is not difficult for the I.T. professional, the non-technical executive, and the member of the public at large to understand. Four or five years ago, we joked about whther trusted computing was a solution looking for a problem, because o the apparent indifference o the computer industry and the computer consumer. Now, SKS can point to the problem of protecting 'data at rest', and the formerly indifferent world can immediately understand the benefit of the kind of secure data paradigm he is talking about. A friend who was then the marketing V.P. at Hewlett-Packard described to me the challenge of his job. It was that the culture of HP was so engineer-dominated, that no-one there knew how to speak 'marketing'-speak, meaning that all of HP's marketing communication tended to consist of engineers speaking to other engineers in specifications, schematic concepts, quantifiable facts, etc., and not in terms of PRODUCT BENEFITS, product utility, and the like. The fact that SKS can, and does crystalize one of the benefits (the security of 'data at rest', for example) of trusted computing in discussing Wave with a largely non-technical investment audience is something that I recognize as 'saying something'... something that should be said over and over until the whole world understands the message.
Buy signal...! I can't wait for the open.
In other words, "ramp" means "ramp". And it's there for any UNBIASED observer to tangibly see. Now, back to my lurking.
"assembly" probably = "Embassy".
The author's last question has, IMO, a simple answer. The TPM which we know, now has a monotonic counter, revives the possibility of selling content via very granular micro-transactions, which means that the kinds of business models that will be implemented will be those which best fit each content provider's data and and business and economic exigencies. It reminds me of how data-types in C are built up from very simple data primatives... micro-transactions will be the economic primatives for all types of more complex business models for monetizing digital content. A thousand business models will be tried, and those that make sense will evolve and prosper in the secure content distribution marketplace.
Pretty good... but IMO, Wave needs an infusion of some serious entrepreneurial talent (read marketing hucksters and deal-makers!) on the WaveXpress side. There is too much of the "wait-and-let-the-market-develope" mentality resident in the corporation. That mentality worked brilliantly for TPM-based security, but, IMO, it is counterproductive for the success of WaveXpress and its market and technology.
hi weby -- this is all just stimulating, hopefully thought-provoking debate... what will happen, will happen, and no doubt we will all be rich. When you come to lovely Neue Germania (S.E. Wisconsin) you will have to stop by Whitewater, as I am not very mobile for obvious reasons. Drinks are on me.
i respect your opinion, but i think you are missing my point. You are doing exactly the kind of bean counting that i was trying to look beyond. Let me try to say it another way: Wave is on the verge of a revolutionary change in the way content distribution is monetized, quite apart from the enterprise-generated upgrade business, which will happen according to its own intrinsic pace. However, above and beyond enterprise upgrades, there is a deluge of premium content waiting to be sold, which only now can be sold, because of the developing ubiquity of TPM deployment. Marketing guys can understand what happened to the automobile industry when the automatic transmission became a commonplace feature... it changed all provious assumptions about market demand and potential market penetration, and it changed the revenue metrics by stimulating constrained demand that most observers did not realize was there. The TPM is analogous to the automatic transmission. So, you are indeed correct about enterprise upgrades, but in being correct, you have completely missed my point. That gap in communication evident here reminds me of my favorite oxymoron: 'visionary accountant'.
I like Barge, get frustrated at times because one simple fact does not seem to have sunk in, in the Wavoid community. It is the fact that, as regards content monetization, the TPM CHANGES EVERYTHING! And the TPM is HERE! The real impact of Wave will not be expressed by the metric of how many FDE drives this or that manufacturer ships in 'x' time period, but rather by how many teeny-boppers will congregate in their dorm rooms downloading legal full-length movies secured by the TPM in that Dell or Gateway laptop that Mommy bought them for college. Premium content will find a way to be sold, now that the security of the TPM is available. As for the need for content providers to have to conduct 'internal pilots', as postulated by Weby, befor premium content can be liberated, well my counter to that is that the only 'pilot' that is needed to get the premium content avalanche started is for a few geeks to start with an itanium server in their basement or garage, and hiring a few geek friends with basic on-line marketing experience, and access to software such as Longhorn server, and Wave's SDK. It's not rocket science, and it won't require a lumbering corporate behemoth to pull it off.
Simple value proposition at work here: There is a univerese of premium digital content straining to get free (i.e. be liberated). Ubiquitous deployment of TPMs is the key to the treasure trove. Implicitely, we have a demand pull deployment model on the consumer side, the minute Vista Ultimate becomes available. Our years of slogging have conditioned many of us to see Wave's business strategy as being only achievable under a supply-push rubric, whereas, the consumer side is best conceived of in a demand-pull environment. That is the take-away from analysing the near-instant success of the iPod, singing cell phones, YouTube, HDTV, and all the other successful and hugely lucrative techno-cultural trivia we have seen to prosper in the recent half-decade.
Doma - Why haven't we heard...? If I were Microsoft and a big content provider negotiating and planning or trying to steal some of Google or Yahoo's cookies, I would certainly be hiding behind a lawyer's stack-worth of NDAs!
My point is precisely reflected in what Seagate has done regarding software support for its FDE hard drives: It clearly contemplates a two-track strategy for deployment of the FDE drives -- a legacy non-TPM equipped PC deployment track that will be supported by SECURE-ID (sp?) software, and a refreshed TPM-equipped PC deployment track that will be supported by Wave's Trusted Drive Manager software. This kind of deployment staging is what I was describing in my 'all-or-none' fallacy post. We are stepping into the middle of a form of consumer deployment (witness: Seagate), even if many of us don't recognize the signs of an infrastructure cut-over evolving before our eyes. When the first major bank or content provider 'suddenly' surfaces, it should be NO surprise, because the foundation is already being laid, or prepared... or whatever.
Big Bucks-Protected Against PIRACY, Highest Value Premium Content. The Holy Grail that the movie industry has been holding out for, until now. Our future is so obvious, Barge.
There is some technical confusion/obfuscation operating here, so temper your conclusions. Looking at the other info posted on this topic, what Apple seems to be saying is not that it is dropping the TPM from the MacTel motherboards, but that the TPM 'will not be used'. Think about that... 'will not be used'. It suggests to me that the TPM will (continue to) be physically present, bur, for the time being, not used for anything. All bets are off IMO for what the situation will be at any future point in timee regarding Apple's use of the TPM. I suspect that this bit of intrigue is about forestalling free-lancers from experimenting with writing TPM-enabled code for the MacTel platform prior to Apple itself venturing in that direction. In other words, "Mr Singh, tear down your driver!".
Hi RachelE, Would you settle for mid-2007?
Welcome to the wavoid community.
You mean we're not 'real' investors? I'm disappointed. All my life, I've wanted to be a 'real' investor.
So, it's a low-light. Take the money, and run with it!
OT - The Rolls Royce used a GM Hydromatic transmission, built in Ypsilanti Michigan... That's the best analogy to use!
I'm in AWK's camp, also. Definitely. Been here since '97 and things have never looked better.
The conflict between Harmony and Invention (see: A. Vivaldi) or between substance and silliness. 'Substance' because we are excited because that $2.75 share price is ANIMATED BY the prospect of impending real revenues. 'Silliness' because the habitual nay-sayers immediately chime in to attempt to splash cold water on our parade. So, go ahead nay-sayers, watch the tape and gripe!
All nerds? Brooklyn Tech?
The secure VoIP service/application of I2Telecom was supposed to start in November 2006. That's one [specific] consumer application. That answers your question. (When? and Show me an application!)
Hey Barge -- Ahh, Sweet vindication, huh?
Read more, and complain less. Did you read ISPRO's re-cap? If so, what, in your infinite wisdom did he say? No, I wasn't there, but that is not the point of my answer. I tried to explain a report from a credible source one that apparently you didn't read carefully, as usual.