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weets, Im not going to click on that link...it's an exe file. what does it do?
Also, you aren't clear on WHEN STMicro is going to introduce this TPM.
Is there an expected unveiling date?
heads up, Monty Python's Meaning of Life is available on DVD Sept 2...
sven, you may also notice on that page that you so kindly linked that Mr. sprague is on the advisory board of Digital ID World
http://www.digitalidworld.com/conference
as Artie Johnson used to say..."verrrry interesting..."
brochure found at
http://conference.digitalidworld.com/2003/brochure.pdf
schedule found at
http://conference.digitalidworld.com/2003/Page.do?id=18
that would explain the corn cob...
sorry for that. Was in a taxi coming back to the office from a lunch meeting and the browser on my Treo wouldn't refresh to the current posts (I was stuck on August 6th) without posting anew one...
Thanks for the updates from those that attended the meeting. Very much appreciated
this is a test. this only a test eom
thank you knute!!
authorised shares are pretty much tapped with the existing issued, and the 5.5 million financing (and employee stock plans).
An increase was expected. The recent "Smart" Money article the claimed the newly issued were to be sold to fund the company is not borne out by the company.
no idea what you're talking about...
(not very helpful, am I?)
Who did he say the customer (alleged) was?
I think the vision of 'content metering' fell by the wayside a while ago.
EMBASSY II is more advanced than what the TCG needs (or is willing to pay for) right now. Trusted computing is at the neaderthal stage while Wave is waiting for the evolution to modern man.
There is a market for Embassy II in government applications, and Europe (FINREAD).
While Vanilla is the order of the day, Wave will sell the parts of E-II that they have already developed (mainly the services that sit on top of E-II), modified for the lower on the gene map chip...
SHM today will not produce any new 'news' but I'd be interested in the tone of the meeting.
The IDF next month is far more interesting to me. There are a number of TCG (and trusted computing in general) tracks that should produce a number of interesting results.
p.s., Smart Money could be charged with false advertising, much in the same way Hooters here in Asia could be.
Sorry if this has been posted, and perhaps I should read through to see if it has (but I didn't)...
ONLY annoyance with iHub is the fact that when I am reading the messages I have to go back to the message list to post a new message. A link from the message to post a new one (opposed to a reply) would be nice.
Thanks!
Who's going to the SHM?
Anyone else notice that the date/time stamp on the S&M article has changed from yesterday afternoon to this morning...(on yahoo anyway)
what up with THAT?
Wildman, you missed the most important point...
Intel, a fairly powerful company in their own right, has a "Trusted Computing Initiative" that is focussed in it's entirety on pushing out the TC concept.
The question is no longer how many computers will be TCG compliant (IMO, in 5 years ALL of them). The question has become how big of a slice will Wave get to eat.
wildman, do you care about the distinction between motherboards made by intel and motherboards that are made with intel chipsets?
not to speak for John, but MSFT market cap being what it is, and WAVX market cap being what it is, we'd have to see a wave share price of $5,450.
Personally, I think it would take a bit longer than three years to each that. (But I could retire a very very happy man if it and when it does ;^)
greg, nobody has caimed that Intel would integrate Wave IP into a 865 chipset. (Well, nobody should have made that claim)
Intel is bundling Wave services software with the motherboard, paying wave a small ($.50 to $1.50) royalty to do so, and then it is up to Wave to actually have customers activate the product.
you've got stops in???
no no no no ....
other way around.
The shorts as a percentage of daily volume is lower, so the impact of the squeeze will be smaller.
Sorry.
...but even back then we weren't moving the volume we are now (if I recall)
hmmmmmm.
It's a national contract that has prepays (from the context of the cc) and since Wave IP is baked into the safekeeper I would understand why it's there.
Did I say it was an Intel contract that had a prepay component? If so, my mistake.
p.s., Just saw Punk'd on MTV, and my gut hurts. That kid on the red carpet walk is a hoot.
cpa
...tell me why Intel would give Wave a downpayment in advance of shipping anything?
No idea. I'm not part of the deal. I can tell you why there was a down payment in my contract though. I WAS part of that deal.
Although I understood the downpayment/prepayment to be from National...
I don't know how much we got here in Singapore, but it was coming down hard enough to surf on...
ot: cricketcricket, were you aware of this abomination?
http://www.cnn.com/2003/US/Northeast/08/26/offbeat.cricket.ap/index.html
The rules are simple: Competitors stand in a red circle, place thawed crickets inside their mouths and, within 20 seconds, spit them as far as possible without stepping outside the circle.
Bluef (Mr. Ang),
You say the article points out the good the bad and the ugly. What you don't say is that what little good is presented (there was plenty of stuff on the good side left out of the article), is presented with a 'look what they believe...can you believe it?' attitude.
Actually, I'd like you to point one single positive part of that article that wasn't offset by a semantic negative...
I somehow missed this the first couple of read-throughs...
Ross Anderson, head of the Computer Laboratory at Cambridge University, is unmoved by Wave's claims of a future as a TC titan. "I don't think Wave Systems is a big deal," says Anderson. "From the point of view of the big TC picture, Wave is below the radar." Anderson, a vocal critic of the TC movement for its willingness to cede control of the Internet's information flow to a few big companies, thinks Microsoft has used Wave merely as a "competitive threat" in its dealings with Intel.
Excuse me?
When and where has MSFT used Wave?
If anything, it's the other way around (the Intel announcement shortly after the MST/Intertrust suit announcement may have been a coincidence...I suppose)
Well, we had enough rain here last night to make the Mojave a stop on the PGA tour, and thunder....up all night with a two year old that was terrified by all the noise. My dog, I mean...
In any event, it was nice to see the SmartMoney article pan out as I expected it to....I told scott that I'd be happy to help educate him on the ins and out of the tech (as much as I could), but didn't want to be quoted, unless it was anonymously.
He didn't reply after that message, so I kinda expected it to be part three of the hakim trilogy...
And while the slant of the article is negative (to the extent that portrays anyone invested in Wave as an idiot, and management as scum...bringing up Tyco in the context of executive malfeasance was a bit much), I think shining lights into the darkest corners of Wave's history will only make and success all that much better.
I noticed a similar trait in Disney movies in the '90s...the bad guy was spectacularly bad (the octupus-hag in Little Mermaid immediately comes to mind), with the sole purpose of making the happy ending that much happier...
Again, I don't expect to see revenues until 1Q04, and based on SKS in the last couple of cc's, I don't expect guidance either. He's been bitten by that dog before.
For all we know though, they may have cash in the bank (a reference to some contracts having pre-pay components still rings in my ears from a couple of CCs ago) that is extending things. Would have been a good question to ask at the cc, if I had thought of it earlier.
p.s., I think the S&M article has been ready for a few days now, and he was waiting to drop it on some legit news...of course I could be wrong...
cpa, I am not a cpa, but I beg to differ...
From an accounting standpoint you either have revenues or you don't, period
I recently signed a contract with a customer that had a 15% downpayment component. We received 15% of the total value of the conract at signing (actually, when the performance bond was delivered)
The money showed up in the bank and certainly aids the cashflow, but is not recognized as revenues until work is performed
kevin, that's a darn close description...I had to check the windows to see if he was peering in...
those here that profess to NOT be daytraders are spending waaaaaaaaay too much time worrying about the price.
the die has been cast (right alea?)
Don't expect to see revenues this quarter either. SKS was pretty clear about them showing up in 1Q04. So the price will drift, with spikes on some (possible) news. Put in some orders to buy some more at lower prices, if that suits you...
(btw, unclever is very clever, and has added a search feature to the transcripts...)
http://www.unclever.com
ciao...
CleverName, thanks so much...saves a load of time...
Tate, always save your change...and then donate it to the ubiquitous Sally Ann Santas next Christmas...
SPIN, I never really understood the short swing rule (used to chip onto the green from the fringe, if I remember correctly), but it doesn't prevent them from buying, correct? Just impacts their taxes in some negative way?
barge, try not faulting others, who actually remember the substance of a PR from less than a month ago. Granted it was a pre(barely)INTC PR, but anyone following Wave should have remembered the context of the agreement...
To qualify my DD as lacking you automatically infer that I didn't know why I wrote what I wrote. This is not the Wave hand-holding and coddling board. One must assume that regular posters have a modicum of intelligence.
bargie...rom the PR
These secure devices will satisfy the new requirements of several U.S. government agencies, including the Department of Homeland Security and General Services Administration (GSA), and will be offered to the intelligence community as part of a new trusted Infrastructure concept addressing multilevel security solutions
http://biz.yahoo.com/bw/030730/305121_1.html
[edit] I see Uncle Vern already caught this one. Thanks!
gotmilk, downloaded and installed bullfighter. great tool
(of course it gave a perfect 100 to a powerpoint presentation I finished off today, so I'm a bit biased)
alladinator, stop it will you? I was about to go to bed. Now I have to hang around and see what prognosticating skills you have...
I read that kant, and while it's good to see cubic get business, I doubt that the transit system is the target cubic has for wave. I expect cubic will take wave to the defense contracts.
bearmove, I doubt your agenda is malicious, but we all have one. I've tried trading in the past and don't have the skills for it (I could learn them, I suppose, but it's not worth it to me). Mine is more a live and let live, buy and hold type of agenda.
By the way, the 'Tuesday is Newsday' reference comes from a few years ago when all significant Wave news was released on Tuesdays. Who knows why...