Doma re: SIIPC...nice find! e/

awk re: the government and Embassy TAN ahead of NGSCB/LaGrande

The Embassy TAN running in government networks would certainly set a powerful example ahead of LaGrande/NGSCB being available!

I am not sure how it would unfold, but it sounds like if Embassy TANs get established first, that the new CPUs and PC OS (Longhorn w/NGSCB) will have to accomodate Embassy TANs.

P.S. awk

My post was most appropriately a response to this post of yours.

http://www.investorshub.com/boards/read_msg.asp?message_id=4853349

Doma: You can bet your bottom dollar that the Gov will run their own Trust Assurance Network...and that alone will translate into megabucks. MEGABUCKS!

awk re: USMA contract and Longhorn

So, once Longhorn arrives as the new Windows OS, naturally it will be used on all government PCs.

Would you care to elaborate on how NGSCB would interface with an Embassy TAN?

Am I correct in assuming that these would complement eachother?

TIA

go-ks

Those smart card readers will morph into smart card keyboards, I just bet you!

Dust the dust off that that Samsung prototype!

Hi theguvna88!

That was not an announcement...it was an SEC filing...material info. Strong stuff!

DaBears4...Dell whitepaper...great discovery! e/

orda re: HP

IMO, HP is waiting for TPM v1.2

Hi barge!

Does Wave launch in the enterprise (same as government IMO in this context) or what?!

Dell branding ETS Dell v1.0...awesome stuff!

Wave won't have to scrounge the landscape to indentify blocks of ThinkPads...the users will be coming to us now via Dell direct sales!

Folks consider:

Dell is their own reseller. Wave has stated that their sales model will be built around resellers. Does this mean that Dell will move Wave upgrades into their sales apparatus as a "Wave reseller"? Who says a PC OEM can't make money selling trusted computing products?

barge re: Air Force...you found something! e/

cmf/rick5/T123

Thanks to you all.

cmf, I did not read all of your original post!

rick5, you might be right that the $340K will be collected by the end of 2004 but not all booked as revenue, which I don't fully understand, although I did read and recognize cpa's point on collecting in advance of delivery.

And T123, yes, I do hope you lose your bet!

cmf re: deferred revenue

I thought somewhere in the call it was said that the money would be paid to them before the end of the year...don't have time now to read the transcript...perhaps you can find it.

TIA

Magdelina, you're killing me! e/

Whitewash/T123

Unless I am missing something, the $340K reported in contracts Q3 will be Q4 revenue. In the CC, they said the money would be paid to them in Q4.

edit: Doma re: Atmel

I really doubt Atmel will develop their own TPM software and CSP They are a semi-conductor company and their TPM uses IBM's TSS. I realize Infineon is not a software company either and they did in fact develop TPM software with HP, but my sense is that Atmel is not in a position to do that.

http://finance.yahoo.com/q/pr?s=ATML

Doma...SMSC profile

http://finance.yahoo.com/q/pr?s=SMSC

Taxi Vader...thanks for the e-mail

My sense is that Wave will have a better shot at getting Lenovo to bundle Wave than they ever would IBM.

edit: helpful bacteria re: IBM ESS

If Lenovo acquires the IBM PC it will be interesting to see what Lenovo does with the Embedded Security SubSystem (ESS). Hopefully Lenovo will become more Wave-centric from the git-go!

Seems to me that IBM has been happy to drive the deployment of the TPM hardware forward, but has done darn little in the way of encouraging users to activate their platforms. It's almost as though their philosophy is to let the hardware become ubiquitous, and the users will eventually catch up. Not the best scenario for Wave, as Wave has always been eager to get users up and running.

edit (re-edit): helpfulbacteria re: IBM/Legend

1. Personally I kind of doubt SKS not forseeing the early dominance of IBM in TPM deployment much affected Wave's later chances of getting IBM to bundle Wave. I realize you did not mention IBM bundling Wave, but I assume you would agree it would be a major consideration. IBM generally does not bundle anything from somebody else with their products, so I think it would always be an uphill battle for Wave to get in on the ground floor with IBM users.

2. Legend is already a TCG member, so it will be interesting to see how their role in the TCG evolves if they acquire the IBM PC division.

3. If Legend does buy the IBM PC division, I would assume they would keep the IBM technology in place as that is what the IBM customer base would expect. If the IBM name would disappear from the IBM PC, I am not sure why the existing IBM customer base would buy the Legend product unless it was clear it was still essentially the same IBM product. So, if Legend does indeed acquire the IBM division, might that not also mean they would port IBM technology across their entire product line?

4. It would not be good for Wave if NSM lost business to Infineon in a Legend buyout of IBM, although at a guess of .10/seat for Wave IP with NSM, I don't think the IBM number is that big a deal. NSM will probably get good sales of their Super I/O to a number of other PC OEMs including Dell.

5. It's my sense that Wave would fare better with Legend than IBM on bundling Wave.

Agreed Snackman, and Wave sure beats Infineon! e/

eamonnshute re: NEC

Maybe STMicro will be supplying NEC. We can be sure STMicro is serious about TPMs and being that they are a blue chip company I would expect them to be supplying big name OEMs, and NEC is a big name and we don't have any other PC OEM to attach to STMicro, so IMO it's not a bad guess...but a guess is all it is!

Wildman re: ZDnet...good stuff! e/

awk/eamonnshute...thanks. e/

awk re: TMP and TCG

It's just interesting that IBM, Intel and NTT DoCoMo took the intiative to develop and release specifications for the trusted mobile platform ahead of the TCG doing so. TCG has a mobile work group. As you say it's all TCG, so I guess TMP and TCG are inextricably inter-related.

awk, I think you are right! e/

awk re: "scaled down" TPM

By "scaled down" I did not mean inferior, but from how I worded my post I can see how you took it that way. I think an integrated or virtualized TPM will be developed for the mobile platform. Actually hasn't something already been implemented in prototype form?

What's unclear to me is if the TCG mobile work group will simply adopt the TMP tech for the TCG, or if both groups (TCG and TMP) will continue as separate entities once the TMP TCG-compliant TPM solution is widely adopted. Sounds like the TMP solution is going to be the way the mobile trusted platform gets implemented.

awk re: TMP/TCG

Sounds like the mobile platform requires a TPM design that is scaled down from the PC platform's current discrete version.

So, won't the TPM hardware solution adopted by the TMP prefer to be TCG-compliant? This means the TCG would have to certify it.

awk...thanks for the great, great work.

You are truly outdoing even yourself in your secure execution apparatus research, in the mobile space (which I think puts Wave in a potentially unique position apart from the PC platform, especially as the mobile platform is not such a MSFT domain), and of course secure execution on the PC platform itself.

24601 re: ESC pricing

I don't know what Wave asks for ESC on an individual seat basis, but we do know it's mentioned in the STMicro bundling deal so it looks like something akin to ETS which can be given away cheap in the a PC OEM-bundled client set-up-package to position the end users with Wave for upgrades...server based products like KTM and ACM.

I believe ESC is mainly a launch vehicle for taking ownership of the TPM and getting some really very good basic client TPM-enabled functions along the way. The user may then advance to the server-based dimension of the platform, requiring the Wave upgrades.

Foam re: STMicro's STB TPM

I agree it's very possible there is the potential for Wave's platform to be used on any STMicro TPM. I thought you were onto something when you first discovered the STMicro STB TPM....and I still do.

Please keep up the good work!

Thanks.

R2

Sheldon Levine

Thanks for your help.

Your answer makes a lot of sense...makes me feel pretty dumb, but that's not your fault! LOL!

regards,

R2

Thanks go-ks. e/

Doma re: HP

Wasn't an HP boss quoted as saying that they are waiting for Longhorn? Perhaps somebody has the link.

I could see HP's view changing if Dell comes out in high volume. Also, perhaps HP is now waiting for v1.2, which could include NSM's v1.2 Super I/O.

Neither IBM nor HP highlight trusted computing or their trusted PC products on their websites. Info is there but one has to search for it.

I called IBM and was told that when you purchase a ThinkPad and turn the PC on, it alerts the user that a security chip (TPM) is present and delivers instructions for going to the website to download the Embedded Security Subsystem software. I would imagine the same will apply to desktop models as IBM is known for not pre-installing software.

Here is the link for the technical overview of HP TPM-enabled PCs...still a daughter card...you have got to be kidding!

http://h20000.www2.hp.com/bizsupport/TechSupport/Document.jsp?objectID=PSD_DS040623_CW01

Desktops come with the HP ProtectTools software pre-installed and laptops must go to the website to download it. I am guessing that like IBM, the laptop models prompt the user that the TPM exists and refer the user to the website for the download.

How will Dell handle their TPM software platform. I find that a very interesting question.

Sheldon Levine re: TSS

Thanks for your explanations, they are very helpful.

But where exactly is the TSS in the layer?

Sounds like any TPM vendor could license any TSS (as NSM and Atmel have from IBM, and Broadcom has from Infineon) but does that mean that the TPM vendor then has to build an interface somewhere in the layer specific to that TSS? Does that then mean that NSM could build a device (TPM) specific to the IBM TSS and another device (TPM) specific to the NTRU TSS (or Infineon TSS)?

TIA and regards,

R2

Wildman re: enterprise IT departments needing help and info

I don't see why an IT manager who was deployng Wave's platform would not call Wave itself for user support if he or she had questions about how things worked. I mean, I would expect there would be a need to provide customer support for enterprise users. Certainly Wave will have to be prepared to field incoming telephone inquiries concerning sales of enterprise upgrades as well.

edit: go-ks re: Wave HP ISV listing

Here is the current HP ISV page that includes RSA and Wave. May be quite a while since the last update including RSA. No KTM.

http://h18004.www1.hp.com/products/security/partners.html

Again, we can hope that Dell and Wave will lead the way, while HP and IBM sit there with low activation rates and inferior software platforms!

go-ks re: Wave IBM ISV listing

It's in the Global Solutions Directory, but the products (ETS and KTM) are not the updated versions.

http://www.developer.ibm.com/solutions/isv/results.nsf/Results2/6338377FFF80431B86256F4F0057F65A?Ope....

IBM does not highlight trusted computing as best I could see, as I could not find any direct link to their Embedded Security Subsystem. I searched ESS and came up with this link to download the software.

http://www-307.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-46391

As far as I know IBM does not preload the software...the user has to download it.

It's almost as though their philosophy is to install TPMs but with no initiative to educate or prompt the buyer to activate the platform. Are they waiting for IT managers to become aware of the platform by word of mouth? Do they figure it doesn't much matter until Longhorn is available? Do they not push too hard due to privacy concerns? Are they just such a big company that TC is a small consideration? Perhaps they are happy to include the hardware at this early stage as they recognize that it's here to stay and they will let the users find their own way?

Personally I would hope when Dell enters the fray, joining the other big two (IBM and HP) that they will partner with Wave, and that a Wave/Dell initiative will result in a broader activation rate.

I am assuming that activation rates on IBM platforms is still low but improving...of course we don't know.

Here are some stats for PC market share for Q2:

http://www.xbitlabs.com/news/other/display/20040722093125.html

Dell is almost three times IBM with a slight lead over HP.

Doma and go-ks...

Thanks for you extensive analysis of the TSS and CSP. You both "get it" along with a few others here.

Yours and the efforts of others are most appreciated.

Hi Whitewash, I agree about Wave's CSP.

I believe Wave has a sizable first mover advantage with the CSP...not just the techical aspects of a potential competitor replicating it, as I believe Wave engineers are prepared for reverse engineering scenarios, but because as you point out Wave's platform has given Wave important seats in the TCG and a huge lead on developing working relationships with most if not all of the important TCG OEMs...PC OEMs and TPM OEMs.

Cheers!