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awk yes I agree. But Wavesys seems to be
the ONLY ONE Operational Research Consultants is dealing within
the digital assurance space. I know that ORC is working with
Digital Signature (DST) and Verisign....BUT Wavesys is the ONLY
ONE within its own niche.
Correct? And if so, then doesn't that speak volumes for
Wavesys's credibility??????
IMHO....
awk what do u think of the Wavesys/ORC alliance?
this digital certificate situation looks like a potential
bonanza to me.
what say u?
thnx
c m That is one extremely funny/erudite post!!!
You made my day.
haha thnx!
Can anyone tell me why Wavesys was selected
to be Operational Research Consultants (ORC) strategic partner
and how it relates to this very very IMPRESSIVE link?
http://eca.orc.com/
me thinks it could be quite important down the road.
thanks
Gofigure..did u buy DELL in 1990? read this>>>>>
http://www.fool.com/news/commentary/2005/commentary05020202.htm?source=eptyholnk303100&logvisit=...
u sound so sure of yourself. It must be wonderful to feel so
confident about the future.
Good luck to you!!!
(p.s. i wouldn't buy a bagel from you!) ha ha...
rachelise...excuse me.
No....I think it was a more of a joint co-equal process.
If you have evidence to the contrary, then pls provide.
I am referring to the Trusted Logic/Wavesys project a la
Finread.
STM picked the WAVX/NTRU architecture because they perceived
as more 'robust'. My contention is that STMicroelectronics
senses something about this architecture that we 'posters'
don't realize at this juncture. My 'guess' is that STM
sees NTRU as a powerful partner w/ MSFT and perhaps NTRU
advised STM to select Wavesys because it has a more potent
ETS offering. Actually, Wavesys has done alot of work for
MSFT over the years....in case you didn't know this little
factoid.
These are my thoughts. If you don't know what I am talking
about.....then pls try to understand that all of us are trying
to piece it together. This includes you......right?
and so it goes.....
Snackman. thanks. You and I know where this
thing is going even tho we are not techies. We are businessmen and know that the real value is in maximizing output while minimizing input.
Rockefeller did this with time management and the factory floor.
Gates did this by owning the OS and not the PC.
Walton did this by owning the product suppliers and not the product (thereby passing on the cost savings to the customer in the form of "discount shopping" and driving out the competition)
Buffet described this with his investment rationale in Gillette Company. He said its not the razor that is profitable....it is the RAZOR BLADE. Sell the razor and they have to come back for the blade time and time again.
Going after relatively high margin business that is RECURRING in nature is VERY VERY GOOD BUSINESS.
Yeah....just ask Bill Gates.
and so it goes.
whitewash...that is an interesting question.
Frankly, i think Wavesys gave up the notion of being a 'chip manufacturer', but Wavesys NEVER REALLY WANTED to be a chip
company anyway.
This is the genius of it all. WaveSys is trying to get the higher margin RECURRING type business that comes along with the ETS and apps related goodies.
So....WaveSys comes up with the orignal Peter Sprague concept of "TRUST AT THE EDGE" on a Wav-O-Meter hardware type solution and this gradually evolves into TRUSTED COMPUTING.
Remember it is WaveSys that originated the Trust At the Edge Concept and the thinking that to decimate Hacker Activity one must make it so that it isn't really worth it to hack in the first place. In order to do this, Wave maintained that software driven security solutions were inherently vulnerable because pro hackers can ALWAYS find a 'backdoor' to these systems. BUT....if you base your security on HARDWARE and you "make HARD the EDGE" of any system, then you inherently prevent Hackers by making virtually impossible to "find the backdoor" and, even if you do, all you get is the single user....and thereby make it NOT WORTH THE EFFORT. No hacker would go to all the trouble of breaking into a hardware protected PC if all they got was the stuff inside that SINGLE PC. Too much hassle and not enough reward.
SO....from this single but VERY VERY POWERFUL idea came the Wav-O-Meter concept that you could protect the PC and introduce the pay per use idea that is embedded in the digital universe. The most recent manisfestation of this is Sun Microsystem's new pay per subscription program ( see latest news under SUNW). In the digital universe, the concept of paying only for the digital content that you desire at a single point in time is a NATURAL DIGITAL PHENOMENON.
Well.....Wavesys soon came to realize that there is no way they are gonna have the WHOLE PIE so they decided to push the TPM concept (the hardware driven TRUST AT THE EDGE Concept) within the TCG Framework....and that WaveSys would tee off the TPM platform. SO.....this is when WaveSys gave up the chip producer option and decided to go after the 'vanilla'.
But, did Wavesys really give up anything? No not really. WaveSys had this strategy in mind from the very beginning. Clever, isn't it?
The fact is that Wavesys is so far ahead of the pack in terms of where this whole thing is going that most of us have no real concept what is going to unravel next.
This is where the FUN kicks in.
This is why we are all here trying to figure it out before it really happens....sorta like a chess game.
and so it goes.
awk not crazy at all, my good friend.
just my humble opinion.
Foam...this is most certainly WAVX related.
STMicroelectronics has selected the WAVX/NTRU architecture.
they picked NTRU because NTRU is up to its proverbial neck in working with Microsoft.
the above is IMHO......
awk..me thinks that Trusted Logic was blown away
by SignOnline.
And although a small company, TL has alot of strong relationships and good connections.
I don't think it is coincidental that STM tapped Wavesys for its ETS. Admittedly, NTRU is involved in the STM deal but this is because NTRU is deeply deeply involved with Microsoft and i think that STMicroelectronics is sensing that something is seriously cooking in that department.
By Federal Law now, a digital signature/certificate is as binding (in the courts) as a notarized physical signature. This is big big business at the right time and in the right manner. I think ORC knows that Wavesys has the RIGHT STUFF and that is why ORC ( a very powerful little entity) has selected Wavesys.
Actually, for the patient investor the ORC hookup is BY ITSELF a very HUGE development because it will allow us to get very profitably involved in the Ecertificate business within the Government. This ALONE is HUGE!!!
and so it goes....
whitewash Well, Trusted Logic is a french company.
SO, my thinking is that Trusted Logic had the inside track at FINREAD (given that it is Euro/French company) from a cultural/business relationship (blah blah blah) perspective.
So....I think that Trusted Logic saw WaveSys and said, "Hey, this company has the RIGHT STUFF!" Then, they hooked them up with the right Euro friends and the rest is history.
Sounds logical.
OK....but I think that Trusted Logic saw WaveSys in totality as the company with all the right ingredients to make all of this trusted ecommerce stuff REALLY WORK! Alot of companies have this component or that component....
But Wavesys has all the components (or at least MANY OF THEM) and moreover WaveSys was one of the ORIGINAL THINKERS of the whole Trusted Computing concept. Some will go as far as saying the WaveSys was THE ORIGINAL THINKER of the Trusted Computing concept (as well as the TPM)!
So you have all of this working in a dynamic fashion.
It is very very significant to see all of this coming together. Very few companies are developing the network that WaveSys is creating...we have NTRU, we have Trusted Logic...we have TecSec.....we have ORC.....we have Intel STMicroelectronics (and you know that STM has all the Euro connections!) and we have DELL.
We also are probably making HUGE inroads in the public sector but we just cannot see them yet because it is very very secretive and sensitive stuff.
This is all very very promising.
cslewis...in my humble opinion i think
that Wavesys will acquire a couple of direct stake investors(carefully selected) by that time. These partners will inject significant capital as well as (perhaps)personnel into the company and hence these issues will become non issues.
The above may not be necessary but I would think that it would be a distinct possibility in the relatively near future.
However, we would want to see some very dramatic revenue growth in the near future as well.
I have said publicly here that I believe that ARMP's revenue projections seem quite possible (see the LD table for easy reference). If we track along ARMP's rev. path, then I think we will be in very good shape.
Remember:don't sell until we are STINKING FILTHY RICH!!!!!
all of the above is IMHO........
whitewash...Wavesys & Trusted Logic go way back
together. I think that Wavesys's digital certificate technologies is what amazed and attracted Trusted Logic. Very potent stuff. Then, Trusted Logic started to grasp Wave's other
technologies.....and then
BAM BAM BAM BAM!!!!!!
IMHO.....
awk....Yes! From my DD i have noted and posted here
that the Trusted Logic/WaveSys relationship goes way back and i
have always wondered whether Trusted Logic nudged WaveSys into
the ARM Trustzone infrastructure.
The digital certificate technologies that WaveSys contains are
very potent and, by themselves, worth a bundle under the right
market conditions.
Anyway, just food for thought.
thanks.
khillo that socalled complaint is so bogus
that it is ridiculous to even address...................
unbelievable.
Regardless, like I have been sayin'....the Big Brother issue is a non issue when it comes to the public sector (DOD, CIA, NSA) markets.
that is why i think quite probably our first MEGA contract will come from the public sector...
IMHO
awk...OK. sounds reasonable
SO....this will be the first time that SafeNet and WaveSys work together?
What about Trusted Logic?
tia
awk OK. You probably know all this stuff. BUT...
when I crossreference Safenet you will note there are no specific product/market applications highlighted.
http://arm.convergencepromotions.com/catalog/SFNT.htm
With WaveSys there are specific products/market apps Highlighted within the ARM DEVELOPMENT COMMUNITY.
Do you see what I mean?
awk what does this ARM Core do?
http://arm.convergencepromotions.com/catalog/m_ps1176jzf_s.htm
Trusted Logic and WaveSystems are on it!!!
Could be important.
awk HAVE YOU SEEN THIS? THIS COULD BE IMPORTANT!!!
http://arm.convergencepromotions.com/catalog/m_ps1176jzf_s.htm
explicitly shows Wave Systems and Trusted Logic on this ARM Core.
OH BOY......
is this another validation??
awk HAVE YOU SEEN THIS?
seems to infer that Wavesys is clearly a part of TRUSTZONE!
http://arm.convergencepromotions.com/catalog/808.htm
pls revert back with commentary.
thanks
awk THANKS ALOT! that clears it up.
Is Trusted Logic providing the TSS? If so, then I am pretty sure Wavesys will be included.
tia
go kitesurf Why would they remove.....................
embassy on the public ARM site? I guess for legal reasons, obviously. Well, at any rate....if Lark Allen presented it at the conference, then I guess it was to let developers know where this whole Trustzone project is headed.
Lark Allen is a pretty impressive guy and Wavesys was real lucky to get him to come aboard.
CM Thanks very helpful. When I go back over the
relationship with ARMHY i keep seeing Trusted Logic over the place. Of course, Trusted Logic is the NTRU equivalent in the Trutzone Parallel Universe.
But, Wavesys and Trusted Logic go back together ala Finread and Cartes Bancaire etc etc etc....
so I check out that connection and guess what....Signonline pops up all over the place.
So.......I gotta figure that the digital signature technology is the stuff that got these two companies together. And yes....
Trusted Logic is very interested in digital certificate technology.
And so it goes.
CM Good Post. Could you go over the Trustzone
alliance with Wavesys? When i check it out it seems to me that
Trusted Logic/ARM invited Wavesys aboard because they saw alot of good things assoc. with Wavesys's digital certificate technologies.
Is this the way you see it?
thanks
Awk..Could u go over the Wavesys connection to Trustzone
again? Also, when i do my research on this alliance it strikes me that ARMHY/Trusted Logic invited Wavesys aboard via the Sigonline technology.
Did Trusted Logic recruit Wavesys because of Wave's digital certificate technologies?
thanks.
OT:Envoy is also the US reseller for.........................
360degreesweb (the maker of the OtaniumSuite).
Just an FYI......
unsure whether there is any significance here.
ho hum
kantbleveit...THAT IS FANTASTIC NEWS!!!!
Wavesys cannot have a better partner than DELL in order to get
its goodies out to the general public.
As you say, DELL is constantly reconfiguring the sales model in
order to get the MAXIMUM sales impact.
This can only be GREAT NEWS for a little startup company like
WaveSys.
GREAT STUFF!!!!!!
Dell explains the TPM, in general terms, as a
hardening of the notebook's security system. Dell states that
the TPM is 'an added layer of security'.
Dell goes on to say that the TPM is enhanced when an optional
security software package is attached. This is Wavesys.
Then Dell provides a description of the WaveSys ETS suite.
The description clearly is geared toward businesses, public
organizations and national security entities.
IMHO......
it is all very good stuff.
eamon Maybe Envoy is concentrating its efforts
in the Government/Public Sector.
who knows?
but a seller is a seller....and the more sellers out there,
then the more product gets shipped.
Is it reasonable to state the following?......................
A TPM is virtually worthless unless one has the app software to
utilize/activate it.
If this is so, then would not a Dell Latitude 410,610,810 custo-
mer be HIGHLY MOTIVATED to purchase a Dell ETS (Wavesys) in order
to make use of the standard/integrated TPM?
If this is so, then the question becomes how many ETS packages
could be shipped over the next several years?
Any guesses?
Doma I bet SafeNet was chagrined that WaveSys
got selected by DELL.
That is a big problem for Safenet, isn't it?
pls respond with your thoughts.
thnx
THIS POST IS SPECIFICALLY FOR BARGE! read...............
http://aolsvc.news.aol.com/business/article.adp?id=20050204070609990003
I.N.T.E.R.O.P.E.R.A.B.L.E. is what Wavesys is all about!!!!!!
sfr
50mil....Interesting post...................
Yes....there is no doubt that Peter is a visionary and way
ahead of the curve, so to speak. NO DOUBT.
Frankly, I think that Wave Sys is going to be HUGE.
Don't know why...but I do.
I said the same thing about QUALCOMM. Irwin baby was/is a
great businessman. Peter is not an Irwin Jacobs but in some
ways he is BIGGER. In other ways, Jacobs is a better business
man.
So it goes.
Strangely, I think that Wave Sys sits in the middle of a HUGE
EXPLOSION. Just a gut feel.
Either this means that this company/investment is gonna be
HUGE a la a MSFT type thing.......or it is going to be not so
big.
Who knows?
Oh well...it is anyone's guess.
It is what it is. We will find out in due time.
Snackman.............................................
well, I guess my earlier suggestion/idea got
axed.
Oh well......
it really wasn't too bad an idea in the total scheme of
things.
AND SO IT GOES.....................................
ramsey2 FYI STMicro tapped the WAVX/NTRU config.......
for their system.
So maybe HP is gonna do the same.
Makes sense to me.
whaddya think?
kisamura here is the problem w/ your analysis.
If you are correct, then DELL and INTEL are wasting their time&money with TPM technology. Not to mention STMicroelectronics and all the other TPM players.
Now we are seeing HP jump into the TPM fray.
TPMs are useless unless you have the comprehensive and interoperable ETS technology to make it worthwhile.
SO.....LongHorn is gonna have TPM techonology integrated and,via the NTRU connection, I BELIEVE that WAVE SYSTEMS is gonna play a part in that dynamic.
IMHO....
I THOUGHT ALL OF US WOULD ENJOY THIS!
"To know the Way, we go the Way. We do the Way the way we do the things we do. It's all there in front of you, but if you try to hard to see it, you'll on become Confused."
-PoohBear.
Sounds like alot of us here.
REMEMBER: Don't sell until you are SFR!!!!
weets..Good post. STMicroelectronics selected........
WAVX/NTRU for some very astute reasons. I think STM senses that
WAVX/NTRU is gonna be the KEY ingredient in hardware based
digital security marketplace. Intel picked WAVX and DELL picked
WAVX and I think WAVE will be picked by MSFT because of their
collaboration with NTRU (and vice versa).
STMicroelectronics saw all this happening and picked WAVX. It
is interesting to note that CB picked up on WAVX right after
the STM announcement. A coincidence? I don't think so.
Thru CB I think Visa could be a big player with Wave Systems.
BUT the public sector (HOMELAND SECURITY) is gonna be a
big part of this equation too.
IMHO>...
doma Looking back it was a stroke of GENIUS............
that Wave Systems acquired Signonline way back. When i look at
the Trustzone and Trusted Logic stuff i realize that the
Digital Signature and Document Manager technology that Wave
Systems had amassed/developed was the key ingredient that moved
Trusted Logic/ARM HOLDINGS to work with Wave Systems.
So, Wave Systems and Trustzone are intricately mixed and we can
thank Wave System's digital certificate technology for that
development.
Actually, digital certification/signatures (since Federal Law
has now MANDATED that digital signatures are as legal as
paper based (notarized) signatures ) could develop into a HUGE
HUGE market on its own over the next decade.
VERY VERY SMART MOVE BY WAVE SYSTEMS.
Remember don't sell until you are SFR!!!!!