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But Awk, why exactly would you or ladyx have bought today? With delays from winhec and silence from wave, how can you be comfortable that wave's tech will be deployed in large enough quantities to get to significant revenues within some sort of reasonable period of time? It just seems like throwing money away at a craps table in Vegas...
and how can we find out what this does to or for Wave? Are secure applets now a pipe dream?
Very nice post, Doma.
Right, D & O man, plus we got some expert commentary.
WINHELL eom
Doma, I don't know. I wish someone could get hold of someone from the company. I feel like I'm missing part of my brain to stay invested in this company for so long.
I emailed sks about the tpm adoption rate confusion and will post an answer if/when I get it.
I'm not answering because it seems like more carrot on a stick bs to keep up interested and patient about this stock's abysmal performance. Wavs is going to become a metering portal? Uh-huh, and when would this happen?
when does the coverage come out? How'd everyone think he did?
rachelelise: You don't see the stock taking off til longhorn? [this q in response to prior post to jakesdad] I guess I sort of thought it might take off from Dell revenues, but might be hurt by longhorn subsuming some services.
will it ever be our day?
awk, just to clarify, how exactly could wave be involved in qualcomm's secure msm? Is it possible that wave licensed ip to them? Would it be more lucrative than the nsm licensing was/has been? [warning: uninformed questions to follow:] Will Wave will provide a tan? Or will Wave provide, um, I'm out of options here... acm or ktm services? Are acm and ktm services needed with cell phones?
So sad. I, too, will miss his joie de vivre.
Someone on the Gildertech message board was wondering if windows longhorn is wavx's "competitor or enabler." Same for Intel LaGrande. I'm interested in others' opinions about which of wave's current product offerings Microsoft may subsume.
ot rachelelise, I think it's "eluded" and I think you still have time to change it! The stock price continues to disappoint, Dell or no.
weby, but simmering so very slowly...
ot kantblevit, Blockbuster still charges late fees in one small region of the country, which is where I live. the decision was up to the franchise owners. In fact, just paid out a late fee last week for that piece of drek "Troy." And believe it or not, the "no late fees" ads still run in our city!
cm, hilarious, laughed out loud at some of them.
ord! I only have nine minutes left not to appear stupid!
Hi Orda, could you explain why a doors reference would lead one to think of microsoft? [and quickly, so I can delete this question if the answer was really obvious? ]
hi, rosie, I guess I can't resist a good puzzle! Both this post and the forest fire post stress new growth/new beginnings. Maybe there's something coming up - a partnership, a buy-in - that narrows some options but that is a net positive. Or, it's all excrement.
edit, or maybe just anything that leads to recurring revenues could be termed new. I don't know that I would necessarily characterize, say, contracts for wave services as a "new beginning" so it's somewhat puzzling. [troubling]
edit again, I guess I'd have to say the thought of a new beginning, after all this time, worries me, but if I took a Rorsach test something in every picture would worry me.
eamonshute and redau, I'm heading over to the salvation army site to give right now.
taxi vader, interesting forest theory. If I understood it at all, I might really like it.
And to really comply with my new Year's resolution, I have to add, "Happy New Years to you and yours, Tony!" lol
edit; delete, forgot new year's resolution.
Thank you, orda. That interpretation was helpful. [And more optimistic than mine. ]
eamonshute: the "get real" was unnecessary. It is documented that he implied news before the Microsoft hardware announcement.
OT rosie about magululu: I guess I give him/her some credence because he/she was somewhat accurate in the past; that being said, doesn't this prediction seem worrisome? Turtles will be dragged out to see by a wave, a forest fire will destroy the village but new growth will occur? My ever-pessimistic mind thinks: takeover, or another change of direction, or, I don't know, dropping wavxpress? Did you see the forest fire analogy as worrisome?
Thank you for posting that, 2B.
lots of prs from microsoft today regarding new media center pcs, official launch of on-line music service. I haven't been reading the board much lately, but it seemed as if some posters were hoping there would be a wavx pr out of all this?
http://online.wsj.com/article/0,,SB109756563039142799,00.html?mod=yahoo_hs&ru=yahoo
http://biz.yahoo.com/prnews/041012/sftu122_1.html
thanks, 24, that's a good description on the tcg site.
Okay, just reread the cc and had missed the import of the csp discussion.
From the CC:
"Sevinsky: So, I’m going to give you a little easier question, for the second question. It relates to giving away the CSP. Aside from the theoretical advantages of interoperability and how well positioned you are, can you give us tangible examples of how that can generate revenue for you?
SKS: Yeah, my tools for backup and recovery are a set of interfaces that are part of my CSP that are proprietary to Wave. So anyone who uses Wave’s CSP can therefore benefit from backup and recovery. But if you want to benefit from backup and recovery, you’ve got to show up on my doorstep and buy my backup and recovery tools, as an example.
Eisler: So just because this CSP is cross platform or multi vendor doesn’t mean that it’s multi vendor on the server side.
SKS: That’s correct.
Eisler: Okay. Very good. Thank you.
SKS: In other words, so let me explain it just a little differently. In other words it does the proper layering of cryptographic services for those application vendors who want to write to it. So it looks just like a normal layer of cryptographic services software as every application vendor would expect it. But we’ve been able to include in our layer connectors that come out the side, not out the top or bottom, but out the side that allow it to plug in on the side to our infrastructure that makes it easy to manage, deploy, remotely manage, control, etc, that trusted platform. We believe that if I’m an enterprise and I have 10,000 Trusted Computers, I’m going to want one counsel to manage those Trusted Computers, and then I’m going to want each one of my applications to use Trusted Computers. But I don’t want each application vendor to have to get up in the morning and think about managing Trusted Computers. They should only think about using Trusted Computers. And so the management tools plug in the side. Those side interfaces are very typically in the industry proprietary interfaces. Where the top interfaces and the bottom are the stuff defined by standards. Does that help?
Eisler: Oh, absolutely. I understood. That was a very good explanation."
so, csp is the new holy grail? When did this happen? I tried to do a search of this message board for csp, but am not a premium member. I'm going to have to review the last cc and check out the csp references.
yes, if it meant greater security, yes!!
doma, thanks for all the information on the foxconn tpm motherboards. Here's to hoping...
andybody got any TA to contribute? have we broken any trendlines, or however you TA'ers term it?
awk, what do you think if dell uses broadcom: positive or potential negative for wave? do you see a possible deal with broadcom and wave? [fingers crossed?]
cm, that was a great post. eom
Doma,
it will be interesting to read what the Monday is news day posters have to say tonight. Maybe now Tuesday is news day.
I'm not suprised. And people's take on the shm isn't always spin.
Nothin' to say, on this no-news Monday.