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I love to come home from work and check the board only to find there are 150 new posts since yesterday. Gotta love the volume.
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Yes, very nice close. I really liked the relatively strong volume through the holidays and very much like the strong volume today. Lots of good ideas discussed here as to why the volume and SP increase. My own guess, and it is only a guess, is that HP & wave are somehow more connected now than they were a few weeks ago. Even more so than the recent HP announcement. HP, IMHO, can have the single largest and quickest impact than any other entity.
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Decent volume thus far considering the holiday week. I anticipate closing the year around $1.30. And I look forward to new sales and developments that will pull the SP higher in 2010. Happy New Year to all.
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Very good volume. Seems we have a solid price in the $1.30 +/- range. Looking forward to the new year.
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Excellent article covering yet another data breach. Maybe we'll hear how much this costs the insurance company similar to the TJMaxx story.
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Check out 60 Minutes article on cyber security...on now
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Boom, keep the data breaches coming. IT folks need to continually hear about the losses and consequences.
I sometimes think this trusted computing is taking so long because of the Y2K bust. There was a ton of money spent fixing Y2K ghosts that never appeared. I didn't see any planes fall out of the sky. IT folk don't want to be fooled again.
I regularly send my IT contact articles such as these. Fear is a great motivator. I suggest everyone do the same.
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Taxi vader, great article. I am delighted to see how articles such as this are mirrored with PC advertisements where the security specs are no longer the last thing mentioned. People buy cars based on 5-star safety ratings and side impact air bags. People are now buying PCs with full disc encryption.
Security is the new performance standard.
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btween d lines, as a long term shareholder I say, thank you for your purchase. Please come again.
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JKIRK, good story, keep them coming. I like how the article highlights encryption, or the lack thereof.
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Delighted to see selling points are A) unrivalled performance for smart-thinking users combined with B) the maximum of today's mobile security features. It is now common to see new models differentiated not only by performance but by security. Dare I say security is the new performance? Sorry if posted.
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http://www.cdfreaks.com/hardware/product/42977-Acer-TravelMate-6592G-812G25Mn.html
Acer TravelMate 6592G-812G25Mn
Hardware > Notebooks/Laptops
Acer TravelMate 6592G-812G25Mn detail information
BrandAcerProductTravelMate 6592G-812G25Mn PartnumberLX.TNE0Z.223 DescriptionThe TravelMate 6592 was designed for smart-thinking users from small, medium and large-sized companies and self-employed professionals looking for unrivalled performance and technology combined with the maximum of today's mobile security features in the office and on the move. Featuring the latest Intel® Centrino® PRO Mobile Technology with Core™2 Duo processors, latest 802.11n standard and advanced support on integration into the company network. The TravelMate 6592 is geared to provide the most comprehensive desktop performance in its class, complete with full manageability and security features like fingerprint reader and TPM (Trusted Platform Module) solution, total wired and wireless connectivity and all-day efficiency.
Brilliant Performance
Based on the latest Intel® Core™ 2 Duo processors in combination with processor integrated virtualization, advanced Manageability standards (AMT 2.5) and Intel's new Wireless IEEE 802.11 a/b/g/n module, the Acer TravelMate 6592 is a fully equipped Intel® Centrino PRO platform. The Acer TravelMate 6592 offers dependable power for demanding office applications and helps to increase business productivity.
Maximum of today's mobile security
Acer has integrated a state-of-the-art security solution known as Trusted Platform Module (TPM). TPM is a notebook embedded security solution that reduces security risks and increases reliability by providing secure generation and management of personal cryptographic keys and data. In addition, the TravelMate 6592 is also featuring a fingerprint reader with Pre-Boot Authentication to approve system or data access only by unique personal biometric characteristics. To complete the choices of security functions, Acer has splashed out the TravelMate 6592 with a Smartcard reader and an optional Acer PlatinumSecret™ suite.
Enhanced Connectivity
The TravelMate 6592 provides excellent functional expandability through the Acer ezDock II/II+, Acer's bottom-based docking solution that perfectly integrates with existing and next-generation peripherals ensuring maximum efficiency and flexibility. The TravelMate 6592 is a complete communication instrument that allows professional users to seamlessly switch from different connectivity options: wireless connection 802.11 a/b/g/n, WPAN connection with built-in Bluetooth 2.0 module and wired LAN connection with the Gigabit Ethernet card and the integrated modem. For real-time face-to-face video conferencing, Acer has equipped the TravelMate 6592 with the Acer Crystal Eye webcam, a camera mounted at the top of the LCD panel. For additional flexibility and mobility, Acer has equipped the TravelMate 6592 with an integrated Media-bay to facilitate options like a 2nd hard disk drive for easy enlargement of the disk space.
My apologies if already posted:
http://www.insurancenetworking.com/news/-12421-1.html
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Encrypted Drives are Good News for Mobile Device Users
By Ara C. Trembly
June 1, 2009
The insurance industry was at the forefront when mainframe technology began to be used in business some 40 years ago, but we quickly lost that reputation in the years since. In fact, insurance—by nature a risk-averse business sector—has been slower than most to adopt new technologies, and wireless devices are no exception.
While there has certainly been some use of Blackberries, Internet-ready phones, and other mobile devices (notably among agents), much of the industry continues to resist the temptation to be online every waking (and sleeping) moment. Aside from some Luddite tendencies, why should this be the case? One reason, and a well-founded one, is that data security for wireless devices has been sketchy.
Say what you will about the joys of not having to untangle wires and not having to be at one’s physical desk to be in communication, the fact remains that wireless communication can be tapped into in a number of ways, many of them illegal. This fact has undoubtedly kept a number of companies, including insurers, from approving employees’ wireless access to their networks.
That’s why I was heartened to see a report in Computerworld recently that Samsung Electronics Co. had announced its first self-encrypting solid-state disk (SSD) drives. The drives will come in 1.8-in. and 2.5-in. sizes for handheld devices and laptops, respectively. In tandem with Samsung's announcement, Dell Inc. introduced a suite of mobile data security technologies for some of its laptops, with native drive encryption expected to be available in the next few months.
This is great news on a number of fronts. While some instances of data loss occur because someone has breached a network, implanted malware, and done their dirty deeds, many times the problem is as simple—and common—as a stolen or misplaced laptop or other mobile device. Having encrypted drives goes a long way towards making such incidents less threatening. This technology, along with other tech that can destroy a disk’s contents in the event of unauthorized access, should help ease user fears in our industry and pave the way for wider wireless adoption.
Meanwhile, anyone in our industry buying any kind of portable hardware should be on the lookout for devices that offer disk encryption as standard equipment. Encryption is not a perfect solution, but it’s a pretty good one for this time in history. As for being online for every waking (or sleeping) moment, I’m not so sure that’s a great idea, but that’s a subject for another blog.
Ara C. Trembly (www.aratremblytechnology.com) is the founder of Ara Trembly, The Tech Consultant and a longtime observer of technology in insurance and financial services. He can be reached at ara@aratremblytechnology.com.
Donald Duck, I would change a few of your comments, IMO of course, relating to the "bad" and the "ugly."
You assert Lenovo is a lost customer (and may I infer competitor, as well as other unnamed new competitors as "bad" & "ugly." If there are new competitors I would move that to the "good" category. I have waited sooo very long for this trusted computing thing of ours to gain traction. I would consider it a good thing were Lenovo to start marketing their own flavor or new companies to enter the trusted computing space. It would (at least to me) seem to validate the profit potential wave is reaching for. And if this thing is going to be as profitable as I hope (and I have big hopes) it would not be rational to expect wave to remain the sole provider that ties this new architecture together.
And the benefit of others entering the "wave" space is they will bring market awareness. I believe wave will capture the business when companies begin to shop in earnest.
And a couple last comments, again, all strictly my opinion. I think HP will come around down the road, as will Western Dig. Wave may be bought out one day but not anytime soon.
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ootommy, thanks!
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Where does everyone go to read the transcripts from past CCs? I have gone to unclevern's site for years but no transcripts for the last two qtrs.
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Weets, absolutely agree. This is a terrific find. I have benefitted from the hard work you and many others have posted and for that I say thanks!
Along this line, I am most interested in what HP says / does (as well as Western Dig). I have been actively looking for good reasons behind the recent volume and SP runup, and what you provided a link to IMHO is a precursor to "the thing" that launches this thing of ours.
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Wow! I continue to be amazed by the findings on this board. Thanks.
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I have been diligently looking for the "thing" that is making this nice volume and SP move. The Opal spec, White House cyber security focus, continued data breaches in the news, SEDs, the architecture is ready. I almost forgot some states, i.e. Massachussetts, have enacted laws that require protection for DAR. However I can't put my finger on it.
Ignorance is bliss. And I like it.
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Meeting Type: Annual Meeting
For holders as of: May 01, 2009
Date: June 22, 2009 Time: 4:00 PM EDT
Location:
The New York Helmsley Hotel
212 East 42nd Street
New York, NY
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I've been watching the volume and the %gain makes me pleased as punch. Again today, as last week, other than the Inman assignment, I haven't found any news. Who wishes to comment?
All I can say is I like this Inman guy.
I shall watch the volume tomorrow.
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Thanks Snackman. I do hope the Admiral will be effective. This coming week I shall watch the volume.
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What is the reason behind the nice volume and percentage gain last Friday? I haven't found any news / developments other than the Inman assignment but that was Thursday a.m. Does anyone care to opine?
A great holiday to all.
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LFAWG, I agree that new competition to wave would likely expand the market as opposed to cut into wave's customer base. IMHO, new entrants into the TC space wave fills would not only validate the solution but be part of the marketing vehicle to launch this thing.
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OT, I couldn't help but think could Dell's use of the TPM and wave be the pieces necessary to "broker lucrative management services along with their hardware, much as IBM does with big corporations" as reported?
http://www.usatoday.com/money/industries/technology/2009-05-03-dell-hp-small-business_N.htm
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cooler, the 250 person firm I am employed with still has not deployed trusted computing. But we are standardized on DELL machines.
I will continue to ping my IT folks regarding TC. My most recent laptop is bundled with wave. And I utilize the TPM that came with the machine I was given.
I have found that my IT people are a bunch of software geeks (as most probably do), and they brag about their geekness. None are hardware trained, i.e. electrical engineers who have a hardware background. They don't have the capacity to understand the significance of a hardware solution for TC. This, IMHO, is why a hardware solution has taken longer than I expected to blossom.
I have yet to see any other solution that is superior to the managed TPM with SED.
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IMHO, the door is wide open now that three major harddrive makers are partnered with wave. The Big Dig, Western Dig, will eventually announce to the market and wave (I believe) will be with them. When it was just seagate's FDE it was still sort of a proprietary solution though based on an open-standard solution. That's not the case anymore.
And that is a very important point. Other players are getting in this Trusted Computing market. They are doing so for the chance to make money and as more players enter TC the more relevant it becomes for wave. I sometimes think a direct competitor to wave would be a good thing.
In full disclosure, I voted for $5+mil on the survey and cannot wait to hear the next CC!
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Delighted to read all the discussion regarding how to best sell wave. Getting to the highest level in an organization is great. And there is tons of sales collateral via the daily press that describes the costs of an unsecure network and data at risk, um...rest. And wave has quantified business results showing how much easier and cost effective it is to manage a network using trusted computing.
That is stuff a CEO will understand, no matter what's his business.
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Great article, I find it noteworthy that another payment card processor, CardSystems, went under during 2005 after a "data breach in which 40 million credit card accounts were compromised and the big card brands stopped doing business with CardSystems."
This is excellent sales collateral. It is good to read reports such as these that describe the cost of allowing important data to get in the wrong hands.
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rooster1, keep the articles flowing! There is a solution to stop this! Great sales collateral.
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Yet another security breach,
http://blogs.orlandosentinel.com/business_tourism_aviation/2009/02/wyndham-hotels-and-resorts-is-target-of-security-breach.html
It seems most companies / government agencies are driving by looking at the rearview mirror. I hope this company really tries hard to prevent this in the future.
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Another press report,
http://wsbradio.com/localnews/2009/02/clayton-county-security-breach.html
Names and socials! I can't help but think someone in the IT community is listening and learning!
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Another press report regarding today's security needs,
http://blogs.wsj.com/digits/2009/02/16/government-hack-attacks-prompt-scrutiny/
It's great to see these articles in the popular press. IMHO, these type articles are what will sell upgrades to the exploding population of TPM equipped PCs in the world.
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29tango, great to see the huge cost of a data breach, to me as good as today's PR.
Delighted on the recent SP run up, we're at a 6 month high and it certainly feels good. Can't wait to see the Q4 numbers and think Q1 will show excellent increasing revs beyond BE.
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I believe today's announcement is simply a rear view mirror look by Nasdaq; and their rules cannot and do not reflect what lies ahead. The last CC discussed a fantastic increase in the non-GAAP rev increases that we have been awaiting. Yeah, tough sledding for the immediate future, but this stuff is becoming real. It's not going to go away and wave is the agnostic entity that will carry the OEMs, those that have signed, i.e. Dell, ACer, Gateway, Seagate, Fujitsu et.al., as well as the others that those same first mover OEMs want to continue this as an open standard.
The longer this takes reflects the depth this wave thing is really going to be.
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helpful, wave is very much the early swallow arriving at Capestrano. SKS said it during the last CC that we need a MARKETING campaign to light this trusted computing fire. Wave does not have the wherewithal to mount such a campaign. Witness most of the TCG companies who are writing the standards are not using it yet. Marketing is the tonic. The Dells, Intels, etc will have to pull the wagon.
The good news, and I'm bullish on hearing more this coming CC, is that virtually all piloted customer sites turned into full implementations. It's just that wave can only contact so many new prospects.
I have prompted the IT bunch at my firm on trusted computing and wave. They are a bunch of technological neandertals but I did get the alpha IT dude to squint. It's the "comes with" solution that is superior and easier to use.
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Sciwag - the "seat belt effect" is a great analogy. IMHO, after reading the most recent CC transcript, I believe those who have seen the newest TPM seat belt via a pilot program are moving to full scale implementation. SKS said as much. It is taking annoyingly long, but the hardware guys have bought in. And so have some end users. And more everyday.
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mdt - great read, more war stories regarding just how at risk we are with confidential data at so many different vendors.
I was thinking the other day that trusted computing, turning on TPMs en masse, is coming of age. Not unlike how I used to considered life insurance. When I was in my twenties it was a sucker's bet, in my thirties and newly married, a pretty good idea, in my forties with a mortgage, a house full of kids and two car notes a necessity. Now I would never leave the house without it.
Perhaps IT guys are coming of age. They are hearing the same stories, certainly some have been canned as a result of a breach.
Let's all keep the war stories circulating.
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Breaker - let's all keep posting stories such as this. Great examples of why the world needs trusted computing. Maybe next time Sarkozy's bank will promise to really really be careful with his personal info, in this case, his money.
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Wiz, I too have discussed wave's solution via TPMs with my company. I work for a small, approx 225 employee, firm. The IT group has 5 guys in it and I have been pinging the senior guy with trusted computing tidbits over the years. Our standard PC is Dell, now the "E" series. I brought to IT guy's attention how wave is now standard on Dell machines and he had already noticed. I asked why were we not using the power of the TPM. It's a no-brainer, it comes standard in our standard machine, is a superior solution and costs less to implement. I threw in the Acer announcement and it piqued his interest. He's going to take it foward, will keep pulling on the string.
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internet, I like your summary of the top rev streams wave has working. It's what keeps me interested. I just reread the last CC transcript, as I usually do at this time. While these avenues to revenue are all taking longer, annoyingly longer than I wished, I am excited and amazed at the progression of wave's partners within this space. Dell, Seagate and the others would not be investing here if there is no payback. I am expecting a healthy increase in 3Q revs vs prior year.
Ciao!