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barge does Trustzone use Wave technology?
It's been quite awhile since the WAVX/ARMHY announcement on
hardware based security (Lark Allen etc etc etc) and I am wondering
how things are progressing.
I guess the bottomline question is, "Does Trustzone use Wave for
TPM management?"
if anyone would know, it is you. So, could you provide some clarity.
thanks in advance
p&f
Snack thanks! so Trustzone uses Wave?
I briefly read the abstracts you provided. Thanks
Can you tell me that Trustzone uses Wave technology? I understand
that Trustzone uses a TPM somehow in their hardware, but I am unclear
whether they use Wave to manage the TPM. There has been alot of
development work since the Wave/ARMHY announcement a long time
ago, so I am wondering how the relationship has progressed since
then.
tia
p&f
Could someone explain Trustzone & Wave Systems?
I would appreciate a recap of how Trustzone and Wave Systems
interconnect.
thanks in advance
p&f
Prudent A bundling arrangement is akin to DELL.
Many of DELL'S laptops come bundled with Wave TPM management. Wave
gets a set amount of revenue per unit. We are hoping that TPM activation
would generate additional revenue.
HP has not bundled Wave into any of its PCs or other hardware. Instead, the
HP arrangement is that they have the capacity to install Wave if they feel the
need to do so (e.g. a customer specifically requests Wave). HP has essentially
made it so they have all their options available.
Now, having said the above, the issue of the HP centric sales staff at Wave becomes
EVEN MORE salient and urgent. Why does Wave need to establish a formal and
very large (relatively speaking vis-a-vis Wave's size) senior sales staff if HP intends
to install Wave on a piecemeal basis. This makes no sense!! The establishment of
such a relatively large senior sales (HP devoted) staff at Wave only makes sense if
the company forecasts a LARGE inflow of HP business. And so, how does such a
large inflow of business suddenly develop? Well, it could be that a number of very
large enterprises (similar to the global auto maker) are set to enter the picture and
these enterprises are using HP hardware. This is one possibility. Another possibility
is that HP is going to bundle Wave into its product lines. Or it could be a combination
of both.
I think the HP centric sales operation at Wave is a clear signal that this is coming
down the pipeline.
p&f
Wave's HP Senior Sales Staff means what?
OK. We all know that Wave has hired more senior sales staff to cover
the Hewlett Packard account than staff handling the DELL account.
Some here have opined that this means nothing yet and could even
support the notion that there won't be a bundling agreement because
such an agreement would not necessitate a big staff. I say Hogwash!
Indeed, I believe that an 'unbundled agreement' with HP would mean
that no HP centric sales staff could be rationalized. Under a 'no bundle'
agreement Wave would simply use sales personnel on a 'need to staff ' basis
for those projects that pop up between the two enterprises. There would
be no incentive to hire specific HP oriented sales personnel under any agreement
that would not revolve around some type of bundling arrangement.
Besides the fact that SKS has said publicly that he thinks a HP agreement similar
to DELL would be forthcoming soon, the best evidence that this is indeed the
case is the fact that Wave has hired a number of SENIOR sales staff to handle
the business activities. The locations of these sales staff is also interesting. People
here ought to check out where these people are geographically located and ask
themselves why.
Finally, there is alot of incentive for HP to hire Wave Systems. Every quarter DELL makes
bigger and bigger strides in the enterprise market vis-a-vis the security issue. We
are at the cusp of the Feds endorsing the TPM centric model on may levels. Wave
has been very consistent in terms of remaining agnostic and telling vendors that it will
help everyone without preconditions in terms of what its technology can provide
within the TCG market. It needs and wants to remain a universal player and continues
to emphasize its interoperability and its ease of use.
if and when (and I emphasize WHEN over if) the agreement comes to light, then Wave
will have achieved a significant milestone in crossing the chasm. The clarity in terms of
revenue and earnings sustainability will have increased exponentially. And, although the
share price will move up considerably, the risk/reward balance would have tilted
considerably to the reward side and thereby rationalizing continued stock buy pressure.
The staff clue is key. I firmly believe that Wave would NOT have hired such a staffing unless
the arrangement is a fait d'accompli. of course, this is just my opinion.
p&f
IMO, it's due to the impending HP deal
that will effectively crush Vector Capital and some of the
security software companies like McAfee.
good enough for ya? Wouldn't want to be on the opposite
side of the deal when HP comes aboard like Dell did eventually.
snicker snicker snicker
p&f
So, this involves Wave Systems?
You know, the more I think about this the more it seems
that the TXT technology fits the legal and forensic accounting
industries very very well.
What do you think?
p&f
Cylabs Thibadeau connection?
jakes dad.....micro TPM. Is this going to be managed
by Wave?
p&f
I bought a chunk yesterday end of day.
price $2.90
FYI i already have a very very big position relatively speaking. Way
bigger than normal for me.
I know i will be paying alot higher pursuant to the HP deal. That's OK
with me. The HP deal will seal it in terms of sustained long term
earnings growth.
Most here say that the HP deal isn't 'done' until we get the announcement.
Technically, they are right. But, I am sure this deal is going to be completed
in some shape, manner or form because of the huge resources the company
is allocating right now to the partnership. So, this is why I think the "HP deal
is a done deal". Do I have 1000% certainty? No. But I think it is pragmatically
speaking a done deal. Just my opinion.
p&f
Snackman You are right.
been getting a little grief lately about the technicals.
First, let's say our support now is around the $2.80
area. Having said that, you and I both know the tech
picture is lousy right now. Frankly, this is why I don't
highlight the technical pic insofar it does not dovetail
the fundamental outlook. I think the fundamentals are
alot more important because of the impending HP
announcement. Alot of people will take issue with me
because they don't want to 'hang their hat' on a development
(the HP deal) that is not 100% certain. That's ok with me
but I am not going to act in the same way. I am very confident
that the HP deal will happen and I think the technicals will
then swing around to support the fundamentals.
I will buy some more when the HP thing is done. I know
I will be paying a much higher price but it won't matter
because the clarity will be there for all to appreciate.
p&f
Bought yesterday end of day.
bought a good chunk at $2.90.
not going to buy anymore until HP announcement. Then, I am
going to buy another big chunk. My thinking is that the HP
announcement will pretty much clear things up in terms of
revenue and earnings growth. Even though I won't get cheap
stock when the HP announcement happens, the clarity will
be such that it won't matter anymore.
hope this makes sense
p&f
Dell mentions 'built-in' security in the earnings report!!
That's us folks. Little ole Wave is mentioned in the Dell report
Specifically, under the big uptick in mobility business DELL says
the new Vostro series is a big contributor with 'built-in security'.
GO WAVE SYSTEMS!
p&f
Wow! Great earnings from DELL!!
DELL is a very very good partner to have.
hoping for a little reenforcement coming our way.
p&f
I am buying into this downdraft.
Taking advantage of the panic.
thanks!
P&F
I am buying during this panic!
Buying some more and hoping that this panic
is an opportunity.
My next buy will be when the HP announcement is
made.
p&f
xxxxlewis and more staff is being added!!!!
in all likelihood..........
The HP account is going to be very very CONSTRUCTIVE!!!!
But, I want to really congratulate DELL for being the real
visionary. Michael Dell is truly an incredible tech visionary.....
Hurd at HP is great great manager. Dell is a Steve Jobs kind of
guy except that he is in a different venue.
It's all good. It's all very very good. Wavoids ought to be celebrating
right now regardless of the share price.
We were awarded at the Bright Lights Conference. Our technology is
truly disruptive and way ahead of the curve. We have great people in
Wave like Robert Thibadeau etc etc etc......
We have great guys like Lark Allen. He is unbelievably fantastic. And,
despite all the naysayers around, Steven Sprague is truly a one of a kind
technology visionary and works really hard for all of us.
I am so confident for our future. The naysayers and malcontents are
going to get devastated when all the great (impending) news comes
out!!!!
All of this is just my very humble opinion (LOL).....
p&f
The Bright Light Conference covers 1600 Companies!
The conference picked 40 companies from a universe of 1600! These
40 companies were given the opportunity to present their business to
a group of highly influential investors and others.
For Wave to reach the 'Award Level' the company must demonstrate
huge potential! This is really very very significant!
Just fantastic!
P&F
More Senior Sales Staff on the HP Account!!
Wave has more senior sales staff handling the HP account
than the DELL account.
Now, how can anyone say that the HP Account is questionable.
I get the sense that the HP account is going to be HUGE!!!
P&F
Thanks for the cheap shares!
buying more at these levels.
Mucho gracias.
p&f
wavxmaster those look like individual investors
that have their shares held by those banks. The amounts
are too small for institutional buy ins.
Not that there is anything wrong with that.............
But, you are right on the money. More and more institutions
are on the radar. My 8th sense tells me that there will be a
big announcement sometime soon. What it is and how much
it represents is anyone's guess. Frankly, I hope it is another
global Fortune 500 company.
I have very little doubt that we are getting tighter and tighter
with HP. How that partnership evolves is anyone's guess.
The leverage here is awesome.
p&f
Thibadeau schmoozing more lawyers!
RT is one heckuva smart feller. If we gain favor from
the ABA, then it is off to the races!
Just imagine. The beancounters and the legal beagles all
lining up behind lil ole Wave and declaring that data protection
begins & ends with EMBASSY! What a beautiful image!!
LOL
P&F
VH A Wavey Day to You Too!!
Actually, I am a good salesman. One of the best there ever was. Politics?
Yup. I would be a great politician but I just don't have a hankering for it.
The facts? Yup. I look at the facts and have no need for half truths. I have
my opinions too. I think my opinions are very accurate. But that's just my
opinion.
And I love enthusiasm. Nothing can beat a good attitude and lots of enthusiasm.
You ought to try it sometime.
And the other BIG INTL ACCTING Firms? The fact is that they don't even know
what trusted computing is all about, let alone a TPM. But, they will learn fast
and I think Wave will be helping them learn smarter, not just faster. Nah, you're
not dumb. In fact, you are a very smart individual. You sound like you are retired
too. VacationHouse? You are probably a wealthy retiree who made a bundle due
to your 'smarts' and enthusiasm too. Just guessing out loud.
Technicals and charts? Yeah, the technicals have gone completely downhill. Lousy
picture right now. And you are right. I don't dwell on the technicals because I think
that Wave is going to be a hugely successful investment, both short term and long
term. As you well know, you can't rely on technicals alone. So, I don't highlight the
technical picture because it doesn't reflect my bullish opinion. How would it look if
we woke up tomorrow and Wave announces a HUGE contract worth tens of millions of
dollars (if not more!) while we highlight the technical picture that points to a flat picture
at best? We would be unhappy about that scenario, that's for sure. So, I don't emphasize
the charts right now because it could be dangerous to do so. Just my opinion. Full
disclosure? Yeah, I agree with it so anyone can look up the technicals and see it for
themselves. No worries.
As for traders, yeah right......have you ever met a trader who admitted big losses? Nah,
traders always make money, right? Never wrong. LOL! What a bunch of hooey. And
if there are some successful traders who have been flipping Wave around recently, then the
odds are that their future activity will backfire on them.....leaving them with lousy returns
in the final analysis.
Hey, I am more than happy to share my insights and acumen with you. No need for thanks!
I appreciate your good work too.
Again, have a great great Wavey day!!
p&f
mig Why did the Big Intl Accting firm pick Wave?
even though the firm uses Lenovo machines???
why? because Wave provides an effective audit capability and
no one else does!
this is one of the key reasons why Thibadeau is over at Wave now.
he sees where this is going and he is there to make it bigger.
he is a very very smart guy.
volume? who cares.
tell the traders you know to be careful.
p&f
mig When the Feds give guidance
what they really mean is 'ya better do it or you're screwed!'
This growth story is starting to crystallize to the point a 1st grader
could figure it out. Thibadeau moves to Wave because he sees the
writing on the wall. He sees the industry trend and Wave is right
in the center. Huge leverage here.
Any trader who is betting against Wave is eventually going to get
royally screwed. The traders are still playing around with the small
swing trades but one day it is going to backfire in a huge huge way.
When that happens you will see alot of them fall silent and go away.
Their silence will be a function of the massive financial losses they
will incur.
It will happen (in my humble opinion)
p&f
Thibadeau is telling us TWO KEY things!!
First, he says that Federal Regs are making it MANDATORY that
drives be centrally managed. This is another way of saying that
Wave Systems is going to be a very KEY PLAYER in this arena.
He is also saying that lawyers/accountants are going to be looking
to Wave technology for the accomplishment of their compliance
goals.
Second, Thibadeau is explaining to everyone why Wave grabbed his
patents.
Do you understand now why the BIG INTL ACCOUNTING FIRM chose
Wave even though they are using Lenovo machines?
It's all about effective central management of drive encryption and
the capacity to audit (which ERAS can do very uniquely).
p&f
Ramsey2 You are absolutely RIGHT!!!
Your analysis is 1000% correct. Don't let a few posters bother you.
If they can't figure it out, then just leave them alone.
I sense a bunch of big contract coming to fruition soon. Then, all of
this cash flow discussion will be a thing of the past.
Thanks for all you do.
p&f
Weby I don't agree at all
especially after reading 'digs' last post!
To portray the patent buy as a roundabout way of signing on
Thibadeau is unfair and borderline sleazy.
Reading the patent description(s) it is all about the secure storage
of electronic records. Thibadeau has been spearheading the advantage
of ERAS as a safe harbor of electronic records and audit capabilities.
Maybe this is why the big international accting firm picked Wave.
Why can't people here just quit throwing around aspersions and
try to let the company do its thing?
p&f
amster WOW WOW WOW....
that is all about TPM management. Prayin' that little ole
Wave is somehow and someway involved in this set up!!!
Please let it be so.
p&f
amsterdam This is why the accting firm picked us!
Couple of things:
first, the recently purchased patents are all about storage and recordkeeping.
one of the patents talks about 'electronic records' pervasively.
second, Thibadeau has been the keynote speaker at a number of recent
conferences and his subject has centered on the new legalities of our digital
system(s) and the need for audit capacity etc etc etc. One of the key
features of Wave's ERAS is its audit characteristics. It is unique and I believe
that this is one of the key reasons (if not the KEY reason) why the intl accting
firm picked us despite having the Lenovo hardware to deal with.
third, It seems to me that Wave is moving ahead as a leader in valued added
services within the 'authentication space'. After authentication, then what?
It's fine to be the authentication gatekeeper and one can make a fine business
on this alone, but it would be HUGE to follow up and provide value added services
after authentication. An area would be legal/accounting value added services, such
as audit and forensic accounting services.
Just rambling thoughts on my part but I think that Wave has a well thought out
strategy to pursue the above in a very methodical and fast moving manner.
p&f
dig....what evidence do you want?
Royalties? Why don't you email Thibadeau? Why are you asking us
board posters? We obviously don't have the info on royalties. So,
why don't you do us all a favor and go get the info if you are so
interested. I would be happy to know what you dig up....no pun intended.
You start out by saying you 'agree that the imbedding of the IP is as or
more valuable than the royalties, but then you go ballistic about the
royalties thereafter. So, go find out for us.
As for the imbedding of the IP, all of us are rationally concluding that
this was the strategic purpose of the purchase. If you can find out more
concrete info, then go out there and find it out for us. Why are you asking
us board posters about something we are not privy to know? We are
just 'joe schmo' investors who think this company is going to be hugely
profitable in the near future. Are we certain about that call? Of course not!
We are just making a calculated gamble.
So why don't you go do some digging around and do us all a big fat favor
and come up with some answers. We don't have any of the concrete evidence
you are asking for and you know that to be the case. We are all just making
a calculated guess that this enterprise is going to be a great investment
over the long haul. That's all it is.
p&f
Why the Big Accting Frim picked Wave!
ERAS = Interoperability + Ease of Use + Audit Capability
Lenovo laptops involved here. So, it was a big hurdle to overcome.
But, Wave cleared the hurdle. How did they do it?
again:
Interoperable + Ease of Use + Audit Trail capability
Thibadeau has been pounding the table on the audit capability.
I think this was a big big achievement.
p&f
xpoint Excellent!
Very nice explanation for us non techies.
thanks!!
p&f
xpoint TXT and Wave Systems
Could someone recap for me how TXT and Wave intersect?
I know that TPM management is involved with TXT but does
this mean Wave is involved in some way?
thanks
p&f
Ramsey I totally understand it.
Effectively, it is Wave's ULTRA CONSERVATIVE (caps intended) accounting
system that understates the 'cash in' status quo.
Wave's deferral system stretches out the revenue stream and thereby
smoothes it out over a longer timeframe. Very conservative for tech company.
Pretty simple to understand actually and I appreciate your posts to
accurately portray the real accounting outlook.
thanks
p&f
matt The Leap
i understand your position and technically you are 'right'. It's not a 'done deal'
until the public announcement comes out.
Having said the above, it is human nature for people to operate on 'different
realities'. For example, two people can look at the same abstract painting but
interpret it (and react therefrom) differently. One can apply this example to
other types of realities.
So, although both of us agree on the general outlook vis-a-vis Wave, you analyze
the landscape with more scrutiny and rigor. Let me just leave it at that.
Now, as for investing I do believe in leap taking, so to speak, especially when it
comes to small caps or venture capital stocks. Investors can wait for the "public
announcement" and then invest with more certainty. Unfortunately, by the time
the public statement is issued the share price has certainly gone up a good bit
and the ROI commensurately decreases. Less risk but less reward potential.
Leap taking is a natural part of the stock investment process. Some investors are
more willing 'leap takers' than others. Certain companies are better 'bets' when it
comes to leap taking than other companies. But, in the end, one inherently takes
a 'leap' when investing in a stock no matter the degree of information available.
Regarding the HP/Wave relationship, keep in mind that the senior staff that I refer
to are all senior sales or marketing people, not engineers or technical staff. I am
sure that more engineering is taking place in order to get the house in order for
the eventual takeoff. Lawyers are still involved (unfortunately) as well in all likelihood.
But, I believe the HP/Wave relationship has been solidified to the degree that Wave
is willing to invest very significant resources in sales/marketing staff. Is it a done
deal? No. Is it a leap? Yes. But, I frankly believe it is NOT a very big leap. And, in the
final analysis, it is a leap I am willing to take in order to gain a much higher reward.
But, I understand and respect your opinion
p&f
wavey No way!
If you knew the past HP/Wave relationship, then you would know that
Wave would NEVER dedicate resources to the relationship UNLESS it
was a "done deal". HP has quasi screwed Wave so many times in the
past despite the fact that Wave has actually HELPED and ASSISTED HP
in enhancing their toolkit of security related packages that there is NO
WAY that Wave would spend resources unless HP was DEDICATED to
the arrangement.
Believe me. HP is almost as bad as Apple in terms of proprietorship and
keeping things in house. Wave knows this mindset better than anyone.
No way Wave would dedicate expensive human resources to an account
unless they had some large degree of assurance that this was going to
be the 'real deal'.
SO, you can be skeptical and that's OK. But I am about as confident as
one can be that the HP account is like the DELL account. Do I have the
black and white signed document to prove it to you? No. But I have the
next best thing and that is the allocation of huge human resources to
the account that would not happen unless it was a 'done deal'.
OK.....go ahead and be skeptical.
p&f
matt I understand your outlook but consider
the FACT that Wave has much more senior staff handling
the HP account than the Dell account. This is a fact.
Now, let me ask you, "Why is this so?". Would Wave allocate
all these human resources on an account that doesn't exist?
Would Wave spend all these monies on personnel that span
the nation (from Texas to Nebraska to Illinois) on an account
that is negligible? Obviously not!
As investors, do we wait for the public disclosure or do we try
to look beyond the next valley? In my humble opinion, we attempt
to look beyond the public domain in order to gain the advantage.
The information is out there for everyone to analyze. We are very
fortunate here on this board because we have alot of great investigators
who are out there digging up great nuggets of info that give us a head's
up. That's fantastic.
Hey, I am not a hypster. I see the staffing situation at Wave and I can see
what's going on. That ain't hype. That's reality. And it doesn't take a rocket
scientist to put 2+2 together to figure out that things are happening vis-a-vis
HP. I would rather it happen sooner rather than later, but that's not the way
it goes.
Keep the faith
p&f
matt No problem. I do wonder why
I am such a lightningrod of ill will or whatever. I don't
think there is a bigger fan of Wave than me out there.
really baffling. maybe you know something I don't on
this score. Not that it really matters.
Anyway, I firmly believe that the HP account is in place
and is going to be a real catalyst for Wave. Dell is making
big inroads in terms of a reputation for simple and robust
computer security and HP cannot allow Dell to get so far
ahead. This is good for Wave because it is neutral. Neutrality
is a key strategic element for Wave in terms of market penetration.
Wave does not and cannot be seen as partial and they do a great
job in positioning itself in this way.
So, I think we will see some more really BIG accounts like the
accounting firm account just signed on. Esign is also going to be
a big surprise.
p&f
xpoint More senior staff handling HP account
at Wave than the Dell account! Maybe it's because it is just
a fledgling account or maybe it's because there is some major
league stuff coming down the pike. Who knows?
Yet, it is logical to say that Wave has solidified its relationship
with HP and it is about as formal as it can be without a socalled
public announcement. If the wider public would dig deeper into
the Wave infrastructure, then they would see what is going on with
the HP account. And it is going to be BIG!
p&f
matt Thanks for the compliment!
I actually got a compliment on this board. It almost brought a tear
to my eye. LOL
p&f