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.
awk
Without a doubt Intel's WTP is a subset of TC. What I guess is unknown at this point, is how close Wave's ETS services are to being operable on this platform.
kevin
From one of the articles you posted the day the Intel WTP (Wireless Trust Platform) processors were announced:
Separately, Intel will equip select Bulverde models with a hardware security block based on the Trusted Computing Modules defined for desktop PCs by the Trusted Computing Group (www.trustedcomputinggroup.org). The modules handle hardware-accelerated cryptography for securing digital keys stored in 32 kbytes of on-chip memory.
So, this in fact is not a standard TCG compliant "TPM", but instead is Intel's version of a TPM that they are using in their WTP?
Are we sure that Wave's ETS interfaces with Intel's TCM (Trusted Computing Module)?
Weby, you have mail!
awk
Yes, I did already think that NGSCB does not exist without LaGrande/SEM but visa versa...well, I was pretty sure but thought I would check anyways...this is somewhat confusing to most of us.
Sounds like Embassy chip IP is relevant to the new Intel WTP processors, but I guess we have speculated/hoped on that count adnauseam!
Btw, you might care to re-read my post...I have edited and re-edited it.
http://www.investorshub.com/boards/read_msg.asp?message_id=2861731
awk/svenm re: bulk encrytion/NGSCB/Intel WTP
1. Would an updated/enhanced Embassy chip provide bulk encrytion on the fly?
2. It's my understanding that NGSCB needs LaGrande/SEM to perform bulk encrytion. But is this a chicken and egg scenario? Can LaGrande/SEM do bulk encrytion without the NGSCB OS?
3. I too received the same Gavin Clarke CBR article online (the one that supposed that NGSCB would be dropped for now) but neglected to post it because it did not seem that well written and I was not sure how well informed Clark is. Actually from reading his comment at the end, it seemed more to me that if NGSCB were to be dropped it would only be for the near term relating to the upcoming WinHec. I assume NGSCB is just too complex to have early code ready. The main theme of the article was to give hardware vendors and buyers a jump on building to Longhorn ahead of the OS being ready (by releasing alpha code at WinHec), but the risk is a lot of wasted expense if too many changes are made later on...therefore NGSCB alpha code might not be released for this initial design cycle.
Personally I very seriously doubt MSFT would scrap NGSCB since a TCG OS is presumably extremely important for the future of Windows.
http://www.cbronline.com/print_friendly/1f69b6d3d8a2a5a480256e760032e090
4. awk, how easy do you think it would be to morph the Intel Wireless Trusted Platform processors into programmability ala Embassy chip IP?
Microsoft e-mail exchange re: date for XP SP2 release:
Pallavi,
Thanks for your prompt response.
I have glanced through the XP SP2 preview and can't
locate any info on TPMs but I may have missed it.
See, TPM software is fundamamental to the operation of
any TCG trusted platform.
Apparently you are not at liberty to discuss the
operability of XP SP2 with respect to TCG hardware
(TPMs) but perhaps you can offer a target date for the
release of XP SP2?
TIA Pallavi.
Hello Peter,
Thank you for writing back to us.
I appreciate that you have taken time to write back to us. I understand that you would like to know the release date of Windows XP Service Pack 2.
The expected release date of Windows XP Service Pack 2 is somewhere in October 2004. As Windows XP Service Pack 2 is in beta test, I would not be able to let you know the features to be included with the new version. I hope you understand my position.
Peter, if you should need any further assistance, please feel free to write back to us.
Thank you for using Microsoft Product and Services
Alpana
Microsoft Online Customer Service Representative
"Build Customer Trust and Value by Providing A Quality Experience The First Time, Every Time."
Delighting our customer is our top priority.
Is your software secure? Make sure you are current with all security updates by running the scan program available at
http://www.microsoft.com/security/protect
If you have any comments or feedback about the service I provided you, please send an e-mail message to my manager, Vinay Sharma, at managers@microsoft.com
Thank you for using Microsoft Product and Services.
Wildman...comprehensive/plausible projection! e/
rachel
I think the run-up was fueled by some awareness for Wave's potential due to something unknown and for sure there was some accumulation to hold taking place...there would almost have to have been considering the price many paid near the top of the move...yesterday's pre-market showed that.
I believe some of the sell-off was savvy Wavoid traders, who bought the runup or bought the recent lows, taking profits from their trading blocks.
Da_Deven_Dolla...Wave e-mail re: TTPs
Lark, I forgot to mention in my previous e-mail re:
the EK loading issue. It occurred to me (just a hunch
and probably way out in left field) that if Wave has a
deal to provide EK loading to the TPM manufacturers
that this is a possible opportunity to link TPM end
users to Wave services?
It's my understanding that EK loading at the time of
manufacture is essential for proper network
attestation of any TPM.
Again, the theme of my earlier e-mail: it seems
essential to link end users to Wave, especially when
the TCG deployment becomes more consumer-centric.
Hence, the STB issue, PDAs and cell phones. Users will
have to know who to turn to for their attestation
services.
Thanks.
Lark Allen@WAVE_DOMAIN
01/22/2004 09:16 PM
The EK loading is a complex topic with more than one answer. Anyone,
like
Atmel, who already build smartcards will have the ability to load EKs.
At some
time they will need to get the EK associated with a TTP. Of course,
there
aren't many TTP's in the world at the current time, very few in fact.
Thanks,
Lark
Da_Deven,
Footnote:
With respect to the EK loading issue, IMO it's a fair hunch that NSM has successfully worked with Wave on this from the beginning, but no outsider knows for sure. Infineon supplies the TPM for HP products and the Intel/Wave motherboard...so who knows...as Lark indicated above the EK-loading issue is apparently not a simple one. If Wave and NSM have the EK loading for Super I/Os figured out that would be nice!
DDD/Doma
Wave has told me that there are very few TTPs at the present time.
Da_Deven_Dolla
Thanks for your keen analysis. I think you know what you're talking about!
eamonnshute
I am not sure xxxxclewis is assuming Wave IP is licensed to Intel's Wireless trusted platform in the design of it's architecture, although that is possible and would be big news.
It's also possible that some form of Wave services will be bundled with Intel's wireless hardware, similiar to the current NSM and Intel deals.
But your point stands...a Wave deal with Intel on the wireless platform is unknown.
Texastree...good luck to you also! e/
Snackman, I agree...the buy-out, if it ever comes, would be after Wave launches, but I still say if indeed Wave is destined for big cap land, the BOD holds for the long run.
Texastree
I don't see a buy-out:
1. SKS wants to reap the emotional and financial rewards that will come with Wave's super success, providing he recognizes that Wave will indeed become a big cap. I say if SKS and the BOD give in to a take-out it's an admission that Wave is destined to be a niche player. Outsiders just don't know the scope of Wave's IP in the TCG...it could be huge or not so huge.
2. Trusted computing needs a new current non-gorilla to handle the third party services (attestation) aspect of this emerging technology. Wave is the only current known candidate for this role. IMO, gorilla companies, with the possible exception of a PKI player like Versign will stay detached from third party authentication services. A take-out of Wave would likely put a large TCG company in Wave's role as third party authenticator.
Horseman
If you are right about MSFT buy-in, that would mean bundling ETS with XP ServicePack2. Of course if we are lucky we get that without a MSFT buy-in!
SAM
Wave Systems will have approximately 100 million shares outstanding. At $2 PPS Market cap of 200 million.
It's unlikely this next round of financing will get us anywhere near 100M.
Wave is currently listed on Yahoo as having 63.58M shares outstanding (actually, I thought one of the recent SEC filings states slightly more).
The shareholders currently have authorized up to 135M shares total outstanding which includes something like 35M in employee options. I may be a wrong on the options number, but I do recall that it's 135M total.
XP SP2 (currently in beta)
http://www.microsoft.com/technet/prodtechnol/winxppro/sp2preview.mspx
I am trying to find out from them if it will include TPM software...of course I have gotten zilch so far and don't expect to do any better.
SAM
I went to the IDF Taiwan Conference and couldn't find anything except that NSM was a Silver sponsor.
http://www.prcidf.com.cn/eng/participate/exhibit_list.html
Nothing that I could see at the NSM website.
Wasn't the word that NSM would be demoing TPM-integrated Super I/Os at IDF Taiwan?
I mean, if so, I would assume that happened but kind of doubt there would be news at this point. I believe at this point PC OEMs need to beta these NSM Super I/Os.
BerthaB
If they do not want the KTM document made available, why is it on their web server in the first place?
I guess the page was prepared and then somebody, SKS perhaps, decided that it should not be readily accessible for the reason John Callahan expained to me. It may be a little silly in that a posible competitor could unearth it, just as Doma did.
Doma et. al. re: KTM website page
I had been pestering Wave adnauseam re: why the website link to KTM is the RSA PR link
http://www.wave.com/news/press_archive/04/040224_RSA.html
and not the actual product description sleuthed by Doma (to get this one simply substitutes "ktm" for "ets" in the Embassy Trust Suite URL, under the Products heading)
http://www.wave.com/products/ktm.html
Well, I just got a phone call from John Callahan. Turns out that the PR link is being left up on purpose. The strategy apparently is to reduce info available on the website to possible competitors who might be assessing Wave's offerings. At trade shows for example they have had to do a certain amount of differientiation between potential customers and competitors. I don't think KTM is necessarily easy to duplicate, instead I would surmise that the company is simply playing it safe with their most marketable product. All of the promoting/marketing at this point is being done directly to the enterprise users and not to website visitors, or if it might be a website visitor who happens to be a potential enterprise customer they can simply contact Wave for more info.
So, it's reassuring to know that the KTM PR link is not an oversight, but a deliberate strategy...and nice that Wave went to the trouble of following up my inquiries by calling me...I liked that!
8:28 EST
I am showing over 120K pre-market (last 2.30/high 2.42)
WAVX showing on CNBC ticker today!
Doma
You write:
I also wonder why Wave would use the MSFT Security
Summit to preach the virtues of ETS & KTM to MSFT
resellers & distributors when MSFT itself seems so
reluctant to promote TCG tech this far away from
NGSCB
While it's unknown whether XP SP2 utilizes TPMs specifically, I would say there is no doubt that it is in MSFT's best interest to see TPM deployment gain heavy traction ASAP, as TPM adoption will be necessary for NGSCB. This would explain why Wave, as the most important TPM player, is participating in the the MSFT Security Summit iniative.
There are two types of Attestation here,one attests to
the software & the other the TPM.Wave's ACM helps
TPM chip attestation,which apparently is complex as
it involves security at the TPM manufacturing plant
where the E.K's are loaded which enables TPM Attestation.
One would hope that NSM integrated Super I/O's are
E.K loaded though......
I bet you that NSM has worked closely with Wave from day one on the EK loading issue. This has long been plausible to me since Wave IP is wrapped up in the NSM TPM products.
Doma
I tired that and, voila it works!
Apparently that is the link they intend to be there.
Still got the RSA archive PR.
If it's not fixed in a couple days I'll bug them some more.
Doma
Where did you get the correct KTM link, the one that is supposed to be linked on Wave's webite under the Products heading?
Btw, Wave has informed me that our webmaster has been contacted to fix the link.
barge, great summary! e/
Doma
I have e-mailed both Lark and SKS about the bad KTM link at the website. I expect they will fix it pronto.
orda...SKS re: TCG members' implementations
Steven,
An interesting subject has arisen in our shareholders'
forums:
Huge TCG companies including PC OEMs like IBM, HP, Sony
etc. or a software firm like MSFT must have gigantic
computer networks of their own used in managing their
day-to-day operations.
These companies, since they are in the TCG and are
therefore actively developing and promoting TCG
solutions would seem to be very logical first
candidates to implement TCG platforms in their own
operations.
Might you be able to comment on this?
TIA
Steven Sprague@WAVE_DOMAIN
04/08/2004 02:34 PM
we agree, we are having that conversation with a couple of them.
sks
OT: Back Again...pardon me
You are right...TASR just announced another split...2-1
I did not look for that.
Thanks.
OT: Back Again
3-1 Feb. 2004
http://finance.yahoo.com/q/bc?s=TASR
Split-adjusted 52 wk low (April 2003)= 1.48 (4.44 pre-split)
OT: kevin re: TASR
I really think that once Wave begins booking meaningful revs that the market will be as kind to WAVX as it has been to TASR.
Taser International Inc., this little company with 130 employees:
2003 they had $4.5M (.33/share) net income on $24.5M revs.
Current P/E= 298
WOW!
orda...quiet for security reasons! e/
orda...Lark re: TCG members' implementations
Lark,
An interesting subject has arisen in our shareholders'
forums:
Huge TCG companies including PC OEMs like IBM, HP, Sony
etc. or a software firm like MSFT must have gigantic
computer networks of their own used in managing their
day-to-day operations.
These companies, since they are in the TCG and are
therefore actively developing and promoting TCG
solutions would seem to be very logical first
candidates to implement TCG platforms in their own
operations.
Might you be able to comment on this?
TIA
Lark Allen@WAVE_DOMAIN
04/08/2004 10:04 AM
I'm aware of several major TCG companies who have made significant
commitments
to TPM based platforms. They are clearly good candidates for Wave's
products
and Wave has been active in marketing to these companies.
Thanks,
Lark
SAM 4.00 x .6 x 3.5M shares! e/
OT: kevin
TASR...100.00
What a story that is.
It has now just about doubled from it's post 3-1 split price.
Not bad for something that was 4.50 a year ago!
SAM
Who knows where SFLK is going? There is upward pressure for no apparent reason...no news. Implies that somebody knows there is something good.
One thing is for sure...where SFLK goes, it will take SSPX with it.
SFLK on a tear again...3.85 e/
hankshaw, it wouldn't surprise me. e/
cmf
As Wave is a major SSPX shareholder, I would expect management to have above average visibility towards SafeLink's prospects going forward.
Let's hope SKS has good reason to believe this rally is just a beginning!
cmf, SSPX @ 2.00 e/