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hamster, TCG = standardization body -- China's TPMs will be of chinese design, yet inter-operable (BARGE?! where are you? that word leaked out again) with TPMs worldwide
"Digital Age: The Changing World of Content Delivery"
Milken Institute Global Conference
http://www.milkeninstitute.org/events/events.taf?function=show&ID=145&cat=allconf&EventI...
Wednesday, April 20, 2005
10:30 AM - 11:40 AM
Digital Age: The Changing World of Content Delivery
Breakout session
Sponsored by Infinium Labs
Speakers:
Kevin Bachus, President & COO, Infinium Labs
Kevin Conroy, Executive Vice President & Chief Operating Officer, AOL Media Networks
Brian Farrell, President & CEO, THQ Inc.
David Goodman, President, Marketing, Infinity Broadcasting
Mitch Singer, Executive Vice President, Digital Policy Group, Sony Pictures Entertainment Inc.
Moderator:
Dean Takahashi, Staff Writer, San Jose Mercury News
Summary:
The world is becoming increasingly digital, and nowhere is that more evident – or more competitive – than in the delivery of entertainment and other creative content. As broadband usage reaches a critical mass, and with home-networking and wireless technology advancing rapidly, consumers have all kinds of new entertainment options. This rapidly changing media distribution landscape poses both risks and rewards for content owners and distributors. The music industry may have been the leader of the transition to digital distribution, but efforts within the movie, TV and video games industries are well under way. How is technology transforming delivery? How does the economic value chain change when dealing with digital inventory? Are integrated devices, like the iPod, the key to a successful digital media strategy? What happens when there’s no more physical product, only digital? And who’s in charge – the distributors or the content providers?
sorry doma -- however, it's not evidenced in the demo
bacteria, AHEM:
go to: Experience Media Center Yourself (300K)
at: http://www.microsoft.com/windowsxp/mediacenter/evaluation/tours/default.mspx
select: Online Spotlight
THERE'S NO EVIDENCE OF TVTONIC!
Vader, PJS openly acknowledged that they have no "poison pill plan".
cmf: "market has completely discounted the dell arrangement" -- in order to allege said arrangement has beed completely discounted, you must have some reference point pre-discount valuation.... of course, you don't, and neither does anyone else here, because there's seldom (if ever) been any hard numbers with which to value WAVX.
go WAVX! clearly stellar news sends WAVX stumbling.... how nice. so much looking forward to equally encouraging PRs -- good luck
WAVX's on fire!...
scaring every one away
weets: "sounds & implies a great deal more then just another demo!!" -- EYE ON THE BALL, MAN!! "...can help further the adoption of trusted computing solutions in these geographical and business markets."
it is what it is: G&D patted SKS on the head and said, "sure stevie, go ahead -- we've been buds for a long time now -- you can name us in a PR, your shareprice sure needs all the help it can get!"... "oh yeah, stevie, you didn't get the check?... no worry, it's in the mail!..."
Strategic Partnership v. Strategic Investment -- my point?... Q: when do "Partners" become REAL?! A: when said "Partners" demonstrate their commitment to those with whom they partner -- i.e., invest capital in partners in the same way Intel has it's slush fund for Strategic Investment in companies with which it has synergy.
THAT'S THE PR WAVX NEEDS!!!!!!!!!!!!!!
bleveit, of course WAVX not mentioned -- step back for a moment, and think: manifestation of Wave's is happening now (manufacture of trusted-clent widgets of all shapes and sizes), and in ever-growing numbers... w/SOME SERIOUS HOCKEY-STICK RAMP-UP LATER THIS YEAR AND IN '06.
HOWEVER, no one cares about who's IP it is, UNTIL THE IP OWNER STARTS GETTING PAID -- ONLY WHEN $$$ ARE ROLLING IN, WILL SOMEONE TAKE NOTICE, A LA QUALCOMM... 'til then WAVX is a measly bit-player with no clout. he**, they barely maintain solvency without issuing more and more stock -- AND, THAT'S THE CURRENT REALITY OF WAVX.
24601, 17 years from the first patent awarded in '88, subsquently revised and re-issued in '93
kite, "Basically, you say if they don't capitalize on that first petermeter patent, Wave is dead on delivery." -- i NEVER came even close to stating any such stupidity. my conversation with you, kite, is over.
isnore, i'm not attempting diversion, but i believe that it's a given that the client-side security world imagined, created and promoted by Wave IS NOW BEING REALIZED ON AN RETAIL/COMMERCIAL/INDUSTRY-WIDE SCALE -- without any real need to speculate on who's doing the nut & bolts, and how (i.e., sure, it's fun to witness/acknowledge how this all materializes, but...), it appears to me that the forthcoming Dutton analysis may finally provide us with guidance on timing/revenue issues.... I HOPE.
kite, NOWHERE did i say Wave would "no leg to stand on" -- you may be well served to fully read a comment before you respond in a way that's based merely on your perception of the comment.
I ONLY MADE THE POINT THAT THE WICKED-SMART DD PEOPLE HERE MAY WANT TO SHOW OFF THEIR ACUMEN AND SKILL BY ATTEMPTING SOME MEANINGFUL AND USEFUL DD.
eamon, nothin's free - whoever chooses to interpret RAND as "free", will go the way of Darwinian evolution.
Weby, sleep well, as too will - DON'T FORGET, HOWEVER, THAT THIS ISSUE I RAISE IS AS REAL AS IT GETS, AND barge's diversionary comment is nothing more that a question posed 5 years ago -- WHILE CLEAR NEGKECTING THOSE INDICATORS, which barge so often cites and champions.
barge. "real issue"?! WHO CARES IF "Trusted Computing achieves critical mass by 2010"?! -- ...on a philosophical basis, sure; will industry drag it's feet that long -- HOWEVER, barge, DO EVERYONE ON THIS MESSAGE BOARD [WHO RESPECT YOUR OPINION] A FAVOR: ADMIT THAT A PROFITABLE INVESTMENT IN WAVX HINGES ON REVENUE DERIVED FROM LICENSING OF WAVE'S IP -- SURE, if Trusted Computing DOES NOT achieve "critical mass by 2010", Wave will be far less successful, if successful at all.
that said, i think it's clear that Trusted Computing WILL achieve "critical mass by 2010" -- HOW COULD IT NOT WITH MSFT-LONGHORN OUT NEXT YEAR OR '07 AT LATEST?! -- SO, BASED ON THAT PRESUMPTION, WHAT NOW? DO WE IGNORE THE ISSUE OF HOW TO VALUE WAVX, AND HOW THAT WILL CHANGE IN 2010, BASED ON WAVE'S IP?
p.s. now you're starting to piss me off barge; as much a cheerleader as you've always been, to pull an about-face and second-guess the imminent, impending world of Trusted Computing MAKES ME QUESTION YOUR SINCERITY.
Weby - peter-meter: downloading-digital-content-to-hard-drive; central patent. i'm not suggesting that other patents in Wave's IP portfolio are necessarily not as valuable but, AS THAT GUY ON THIS MSSG BOARD SAYS: "We don't really know". So, 'til we have a handle on this issue, we continue driving while blind.
simple as that. i'm not claiming bad or wrong. i'm claiming that anyone risking there money OUGHT TO HAVE FULL RECOGNITION OF THIS LAND-MINE THAT MAY EXPLODE OR TURN OUT TO BE A DUD.
yes barge - GIVEN: Wave's IP is pivotal, no question. please indulge me: what's our collective reasoning on what Wave IP's relative valuation in the TCG-RAND world?... AND, WHAT PORTION OF THAT VALUATION EXPIRES IN 2010?!! these are now the questions most relevant to nurturing an investmet in WAVX!
yeah, Pickle - 1/5/05 and reality sets in
rock on BARGE - any thoughts on 2010 issue? please see my previous post
xxxx, excellent find: as in every other star that moves into line, will Wave have enough time to capitalize on the pivotal peter-meter patent that expires in 2010?... that patent notwithstanding [possibly], maybe the rest of Wave's IP portfolio will ensure further revenue after 2010... HOWEVER, ANYONE EVER CONSIDER HOW MUCH REVENUE WAVE WILL FOREGO AFTER TEH 1ST PATENT EXPIRES IN 2010?!
sure, i'm a naysayer.... NOT.... however, to not consider this issue is classic head-in-the-sand thinking that some on this messages board proffer -- whether intentionally or not!
thanks 24601 -- albeit, "hits" reall don't matter, no do they? #s we need include $$.
kitesurf, i believe that wave is clearly not a hands-on co. -- i.e., versus "doing the work", Wave's investing their capital to move Trusted-Computing-related efforts forward in concert with Wave IP.
Did anyone pick up on SKS's comments that, in essence, stated that Wave's rudimentary soluions/products will eventually be eclipsed by the likes of Microsofts', who will develop myriad, complex applications...
WHICH, by the way, IS EXACTLY WHAT WAVE IS SEEKING TO ACCOMPLISH! -- WAVE'S NO MORE A SERVICES CO. THAN IT IS A CHIP-MANUFACTURING CO. -- A LONG TIME COMING, BUT WAVE'S ON THE CUSP OF A COMPUTING WORLD THAT WILL SOON RELY ON WAVE'S IP (among others')
the only trick now is, (1) FOR HOW LONG WILL WAVE'S IP BE PIVOTABLE; and, (2) WHAT'S THE RELATIVE WORTH OF WAVE'S PATENTS THAT REMAIN EFFECTIVE AFTER IT'S FIRST EXPIRES IN 2010.
thanks 24601: 1,230 for "wave systems" tpm ----- or ----- "wave systems" trusted THIS ROCKS, compared to 5 years ago!
SKS's moonlighting - http://www.wavesystems.com/
Company Profile
Wave Systems Corporation is a California Corporation incorporated in 1992 and has become a leader in the service industry.
Wave manufactures a complete line of Serial IC products with a
commitment to ZERO PPM AOQL to our customers.
bert, IN FACT: 75,500 for "wave systems", AND, not all related to your beloved SKS troupe.
http://www.google.com/search?hl=en&q=%22wave+systems%22
EXACTLY, kantbleveit: on Wave's dime, STILL. think about it: Wave still hasn't turned the corner, after which the investing world may court them and ceasingly inundate them with inquiries.
for now, wave's just a bit player with no respect, albeit poised to turn that corner soon, i hope
Wildman, that said, SKS acknowledged that Wave's products will be obsoleted when Microsoft throws its full weight behind the Longhorn-based world -- albeit, Wave will still derive IP-related revenue to whatever level deemed appropriate by TCG.
thus, Dutton will initiate coverage on a co. with limited hard #s with which to develop a revenue projection(s), much less less than absolute guarantee that Wave will make it w/o material erosion in shareprice value.
Message In Reply To Wildman:
For a ten minute presentation, he touched on everything possible. He covered the
-number of TPM PC's currently shipping,
- projections for the next few years,
-LH will require TPM's,
-Wave has an employee has marketing chair in the TCG
-Wave's important role in the TCG
-The ramp up of TPM's will be quick
-They have some case examples in Gov, and enterprise, but can't make them public.
no cmf, he ran out of time.
non-event; albeit, SKS-practice, who's from a "storied family" -- well, let's see if the spragues' can add a meaningful new chapter to their story!!!!!!!!!!
go SKS: "cool" has morphed to "interesting"
Berkshires, for WHAT would anyone pay Wave $1-mil/mo.? SKS singing the praises of hi "cool" technology? NOT. licensing fees are all that Wave may bank on, and even those have not yet materialized, if ever.
noce thought -- "Wave Systems has entered into a 5 year,$60 million contract..." -- but, alas, only a pipe-dream for now.
xxxxcslewis, WaveXpress's in stealth-mode too; why would Wave permit any of it's "affiliates" blow it's cover and become a prominently exposed player in the IP revolution?
of course, WaveXpress IP is agnostic, and why reveal the true underpinnings providing for SBS's (11/04 announced) $400 million, 10-year agreement with Microsoft Corp. to provide next-generation television services using the new Microsoft® TV Internet Protocol Television (IPTV) Edition software platform."?
if WaveXpress IS NOT "in here somewhere", then WAVX clearly has no intrinsic worth.
P.S. still doesn't answer the question: why is WAVX so prominently NOT referenced?
New report predicts boost in biometrics in Europe
30.03.2005 - 18:10 CET / By Lucia Kubosova
This article and related links can be found at: http://euobserver.com/?aid=18758&sid=9
BRUSSELS / EUOBSERVER - Biometric entrance systems at school cafeterias, fingerprint scanners to start car engines or face recognition systems on buses could become an everyday reality for Europeans, a new research paper suggests.
The study, "Biometrics at the Frontiers: Assessing the impact on society", was conducted by the European Commission and published on Wednesday, 30 March.
It argues that EU policy-makers should prepare for a boost of biometrics use in everyday life and act now to shape it, referring to both the challenges and potential threats to data abuse and to people’s privacy.
EU member states are set to start introducing biometrics in passports, visas and residence permits from the next year, while some countries have already taken such measures – mainly due to US pressure on visa-free European states to issue biometric passports for security reasons.
Biometrics have predominantly been applied in physical access control (42% of the market), but demand has been growing both for its use in IT applications (25%) and in financial services (15%).
From cafeteria to hospital
The futuristic scenarios portrayed by the study suggest that, by as early as 2015, people will apply new technologies based on biometrics much more intensively in their everyday lives as well as in business, health care and in security services such as border controls.
In a list of examples, the authors suggest that biometric entry systems would be used at school cafeterias or facial recognition facilities for public transport.
Also, people will commonly use digital storage space called virtual residence, where password access is replaced by an iris scanner.
Children will play with biometric toys that recognise registered users, while household appliances could also use biometrics to secure access, such as the cooker using hand geometry.
On the business side, companies could use a biometric access system to their premises and secure electronic payments enabled by a third party, while customers could use it to access shops.
In hospitals, biometrics could be used for accessing electronic health cards or for identity checks in the maternity ward.
American dominance
The study points out that the biometric industry is currently dominated by the US, "but Europe’s share is growing rapidly, particularly in banking."
It says that European policy makers and civil society "feel the American pressure and know about America's mass installation of surveillance technologies", such as metal detectors, scanners, CCTVs, and other forms of detection, access control and biometric equipment in public places, but they question its real necessity.
"Common sense pushed people to adopt a critical attitude (that regrettably is hardly echoed in the current legal framework), refusing to accept simple answers about safety and protection when there is little evidence that security technology actually makes us safer," the paper argues.
Recent initiatives of the EU governments are expected to boost demand in voice or iris recognition systems, while the use of fingerprints, which is currently a dominant biometric method – is likely to continue as cheaper scanners are bundled with computers.
A fingerprint for a cheeseburger
However, the more frequent use of biometrics is also causing concerns due to possible threats.
Aside from question marks over the costs, privacy protection or social exclusion implications, the new trends could presumably lead to significant power accumulation by those in control of biometric data and their failure to protect individuals from their inclination to trade their own privacy.
The document refers to the existing cases of commercial distribution or exchange of people’s biometric data, suggesting "Already today, some American firms present their customers the option to make a commodity of their fingerprints in exchange for the faster acquisition of cheeseburgers".
The authors argue that such choices are portrayed as a casual decision with little or no moral impact, and added "it is easy to imagine people providing biometric samples under time pressure, without precaution. The example of the European dancing club which uses biometrics for access control, demonstrates that monetary or other rewards can have a similar effect in making biometric enrolment look trivial."
--------------------------------------------------------------------------------
© EUobserver.com 2005
Printed from EUobserver.com 30.03.2005
spoken like a TRUE wavoid, buffet. you've been trained very well, i must say. let us hope you're right -- recognize, however, if you're wrong WAVX will wither on the vine
sorry zen, i've nothing to hide -- does anyone here step back ocassionally, and ponder:
(1) why is it that only we here in wavoid-land really get how phenomenal this co. is? -- or
(2) if it's in fact wave's IP that's the "glue" that holds TCG together, then why haven't armies of analysts following the behemoths (e.g., MSFT, AMD, INTC) been analyzing WAVX? -- or
(3) the true valuation of Wave's IP, such that, if Wave is the central, pivotal player we all believe it is, then WHY has there been no recognized technology authorities -- and, particularly, those with lots of cash -- courting Wave, which by all measures (allegedly) is soon to become a multi-million dollar juggernaut?
no, zen, sadly, most here refuse to ask the hard questions -- holding WAVX up to a bright light -- to which no one can now have an answer: for all the "promise" WAVX allegedly holds, why is it only a select group of message-board junkies that sing it's praises without fail, the material performance of the co. notwithsatnding?
prove me wrong, please.
yes, it's on Wave's dime, just like everything else to date -- hence, the $120+ million wavx price tag with nothing yet to show but a portfolio of "really cool" software solutions THAT HAVE YET TO BE MONETIZED ON A MEANINGFUL AND SUBSTANTIAL BASIS.
god knows i hope this will change, and some huge defense contractor swoops in and licensing 1/2 a million seats .... but, the lustre of wave is long gone
y'all win -- i've no worth here, but to offer a less than rosy picture .... hope you're right -- but, be sure wavx's as close to success as it is to a cliff w/o a parachute.