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Barge: Whenever I speak to fellow Wavoids I refer to him as "The Great AWK".. I find him to be the center of the Wavoid universe in my book. Hope he listens to you! Jeff
CPA: Go-kites post is worth re-posting.
http://news.com.com/Dell+means+business+with+new+PCs/2100-1042_3-5559243.html
Dell gets about 85 percent of its revenue from its corporate accounts.
You state: "Just because Dell is shipping it doesn't mean the consumer will turn it on."
As long as Dell corporate accounts turn Wave on (and why would they purchase secure PC's not to use the TPM?) then Wave will be in good shape.
CPA: You say "Just because Dell is shipping it doesn't mean the consumer will turn it on."
The fact is if you haven't read is that Wave is offering the ETS ENTERPRISE Security Dell Edition 1.0. Not ETS CONSUMER Security Dell Edition 1.0. Which means businesses who purchase PC's with TPMs will be doing this because they want to use the TPM functionality or why would they buy a secure PC?
Please dont attempt to "MISSLEAD" anybody on this board.
From 8K filed by Wave with SEC:
On February 1, 2005, Wave Systems Corp. (“Wave”) ETS Enterprise
Security Dell Edition 1.0 (“the software”) was made available for
purchase on the Dell Inc. (“Dell”) web site, www.Dell.com. Pursuant to
an amendment to the Authorized Distributor Agreement with Envoy Data
Corporation (“Envoy”), dated December 14, 2004, Wave’s software is now
available for purchase via www.Dell.com and is compatible with Dell
personal computers enabled with Trusted Platform Module security
hardware. Wave’s ETS software is designed to deliver strong
authentication, secure wireless authentication, secure email, digital
signature, data protection and the management of security credentials,
for enterprise compliance, government and individual applications. For
more information about the software, please go to www.wave.com
EEEERRRRMMM Kev: Since you didn't read what I suggested then maybe you can watch this short video? Notice the picture of the cell phone and what it will be able to do with Trustzone. In particular look at the "video on demand" capabilities Trustzone will provide.
http://www.arm.com/products/CPUs/arch-trustzone.html
Flash Movie
Click here to watch the TrustZone Flash Movie Presentation (292Kb Streaming SWF)
Most the major cell phone companies are members of ARM with Nokia as a founding member:
http://www.arm.com/aboutarm/milestones.html
Since you don't like to read then you can view all the companies logo's under ARM:
http://www.arm.com/images/community-all.jpg
Guess what? Wave is right smack dab in the middle of ARM / Trustzone?
http://www.arm.com/iqonline/news/partnernews/6587.html
2 July 2004
Wave Systems Joins ARM Connected Community
Wave Systems Corp will, as part of the ARM Connected Community, have access to a range of resources for the ARM TrustZone technology.
“As evidenced with the creation of the Trusted Computing Group (TCG), hardware-based security is becoming increasingly important in devices ranging from personal computers to cell phones to PDAs,” said Lark Allen, executive vice president, Wave Systems.
“ARM TrustZone technology, including the recently announced software support from Trusted Logic, provides a robust trusted environment which will enable both current and new trusted computing applications to execute on a single processor. Wave's EMBASSY® technologies, including support for the open specifications of the TCG, provide the opportunity to work with ARM and its Partners to develop advanced trusted computing applications and services for these new trusted platforms," adds Allen.
So you now have Wave linked to Trustzone and the major cell phone providers as requested. It's up to you to understand the tech and specifically what tech Wave will be providing in terms of Trustzone. My time with you is now finished so iggy it is...... Out.
I hear you Dutch! Had a few minutes to kill tonight before Poker game. The naysayers will never know where and when the party will be anyhow so no worries. Congrats on your new marriage! Jeff
Kev: See post #67419 or pull up all of AWKs posts using keyword "Trustzone" and do your own research... Geez Kev 422 negative posts about Wave and it's management so far and all of a sudden your attempting to jump on the Wave / Government bandwagon thinking:
Posted by: keV
In reply to: Da_Deven_Dolla who wrote msg# 67351 Date:2/1/2005 7:37:28 PM
Post #of 67419
"Now, the entertainment sector is where the biggest push for Trusted Computing is coming from..."
WRONG.
It's from the governments; they have the biggest secrets, and the most to loose from hacking & lost Lptps than anybody.
THAAT"S why they'll be the lead enterprise incorporators of TPM's.
I gave myself 'til 2007 ( 9 years ) for my little Wave to be profitable to the point of paying-out dividends...it now appears that this will happen.
Wave is going to be successful after all??????????? What a waste of your energy over the years? At least i've been consistent and my energy has been focussed in the right direction if in fact "it now appears that this will happen.".
CPA: I didn't see the word "fact" or "done" in my post... But I do know one fact, that your probably the last dude on the planet that should be talking about facts and proof my rumor inventing friend. You don't have the credibility required to call anybody out on this board requiring proof or fact for anything. But here is some homework for you on ARM / Trustzone:
http://www.arm.com/pdfs/TZ%20Whitepaper.pdf
http://www.investorshub.com/boards/read_msg.asp?message_id=4935968
http://www.investorshub.com/boards/read_msg.asp?message_id=4415474
http://www.investorshub.com/boards/read_msg.asp?message_id=4422796
http://www.investorshub.com/boards/read_msg.asp?message_id=4667089
http://www.iqmagazineonline.com/magazine/pdf/v_3_4_pdf/Pg18_24_custZone_Secur.pdf
http://www.trusted-mobile.org/
http://www.itsecurity.com/tecsnews/jul2004/jul272.htm
http://www.mobileoffice.co.za/news_2004/july/072204-arm_and_trusted_logic_develop_tr.htm
http://www.investorshub.com/boards/read_msg.asp?message_id=4985323
http://arm.convergencepromotions.com/catalog/808.htm
After your done with your reading assignment then please prove to me how Wave "doesn't" fit into ARM / Trustzone.
Really focus on the Trustzone tech and Wave's patents. "The tech will set you free"......
When your ready for NGSCB 101 let me know....
Kev: Your wrong pal.... Better study up on Trustzone and where Wave fits into the mix?! The fact is the mobile phone industry moves much quicker than the PC Industry in deploying new technology. Trustzone is already underway. The scale of the consumer mobile phone market makes the government pc market look insignificant at best.
http://www.mobileoffice.co.za/news_2004/july/072204-arm_and_trusted_logic_develop_tr.htm
Pricing and Availability
The new TrustZone technology-optimized software will be available in Q1
2005; Trusted Logic's Security Module will be available in Q3 2004. Both
products are available for licensing exclusively from ARM now.
Weby: I couldn't pull up that link? I think it was cut off?
Barge: I'll let Da Devan respond to your post but he and I are in agreement "this needs to go to the Entertainment Media Giants first" as you say. That's why I believe Trustzone and Janus are tremendous in scope and scale. All the consumer will know and care about is that if you purchase the Nokia 123XYZ phone that you will be able to download songs and movies "directly" to your cell phone to listen and watch (via Bluetooth technology) Disney movies, Beatles music or anything else you prefer. The consumer wont know what the hell trustzone is and wont care. EVERYBODY will want these phones to have access to movies and music anytime anywhere period. Who will need to carry around a lunky ipod? All in one Mobile Phone / PC / entertainment unit.... Same goes for the entertainment PC. The media giants are waiting for the infrusture to be built and it is as we speak quicker than most realize. The following is one of my favorite dialogs about trusted computing but in particular Kelly Green discusses the relationship between the media giants, DRM and the consumer:
http://www.law.berkeley.edu/institutes/bclt/drm/trans/drm-2-28-p2.htm
Lucky Green: Hello everybody. I would like today to focus on one aspect of digital rights management and it's bigger and somewhat meaner brother trusted computing. One of the subjects of my talk here is whom do you trust and why should you trust entities that perhaps may not trust you.
Let me tell you a story. In the fall of 2000, I worked at the time for a fairly sizable vendor of securities products used throughout the industry and received an invitation from this new association that I'd never heard of called The Trusted Computing Association. It sounded really good. What this invitation said is that, hey we would like you to join us; we've been founded some of the largest players in the computer industry, and what we would like to offer you is secure boot. Now secure boot, as I understood it at the time, would enable my applications that are running on top of an operating system to not just know what operating system they are running on, but also what is running underneath the operating system; for example, has my hardware been compromised given the applications that we did, this seemed quite important.
I attended some of the formative meetings, and at one meeting, one of the principles, the founding principles, of this Trusted Computing Association, TCPA, after we were discussing secure boot said … through the middle of the presentation seemingly prompted by nothing-one important thing you need to remember is that they were not building a DRM system-why was he talking about a DRM system when we were here to talk about secure boot. I let it go for a moment, but a few minutes later, he again said, "It's important to prevent the public from thinking that we are building a DRM system." After two or three such remarks, I started to wonder what is going on here; what are these people really up to. During a break, I took aside one of the other founding members of the Trusted Computing Platform Alliance, in fact, a fellow who works for a well known, large vendor of operating systems and office productivity software, and asked him, "So fill me in; what's going on here? Why are we here today?" And he told me,
"Listen, it's very simple; our operating system platform, on a general peer purpose PC, currently does not have server content available, such as for example high quality streaming video, that our customers demand. The content owners, or I should say the accumulators and distributors, have told us that they will not make this content available until such time that we have these features available on our platform. We don't have much of a choice, we have to solve this problem one way or another." While I understand that the future for digitally released content certainly in the home environment-as more and more devices become intelligent, more and more things will be PCs-is of importance to future business models, it still didn't quite explain to me why some of the largest companies in the business here not only were in the process of implementing new hardware based digital restrictive management technology, but actually at this point in time really had conspired to keep the public and the customers in the darkest of the true purpose which was DRM."
I still believe it will be the consumer demand for "on demand" premium media content that will bust trusted computing wide open. Both via the entertainment PC and mobile phone space. Wave will be right in the middle of this consumer boom. Let's hope by Christmas? IMO of course. Jeff
Helpful: Have you seen this?
http://www.mobileoffice.co.za/news_2004/july/072204-arm_and_trusted_logic_develop_tr.htm
Third Party Comments
"With new devices on the market designed to support playback of protected
audio/video content, having a security infrastructure across multiple open
operating environments is critical to reducing time to market for device
manufacturers," said Erin Cullen, lead product manager in the Windows Digital
Media Division at Microsoft Corp. "TrustZone's support for the Windows Media
DRM 10 platform in their hardware and new technology-optimized software is a
positive step toward this goal."
Looks like Windows Media DRM 10 will be a hardware / sofware security solution in Trustzone for the mobile space?
I think you were being sarcastic in your post to Barge but thought I would post this anyway since it is extremely significant relating to DRM 10 and Trustzone. Jeff
CPA: I believe from a long term perspective the ARM / Trustzone, Intel, and Microsoft relationships will become multi-billion dollar ventures to name a few.... The scale of these markets are in the billions my friend not millions? 77 billion dollar mobile phone market just for starters. I believe Wave is litterally right smack dab in the middle of Trustzone. Longhorn as well.
You don't think there have been numerous CEO's who have attempted to integrate their goods and services with the above companies and have failed? Your the one who needs to plant your feet on the ground partner.... How many of the CEO's in the TCG alone traveled around with Peter Biddle to educate on trusted computing? The answer is your buddy Steven Sprague. Steven Sprague is trusted computing and evidently trusted computing will be responsible for the next tech boom my friend. You can count on that!
Can you provide any evidence contrary?
CPA: I heard a rumor that this was so.....
Weby: This post has to be included in your book somewhere?
I believe in the end we will see that he was undercompensated IMO.
All SKS has done is develop and secure multi-billion dollar business relationships in a tough competitive industry. He has accomplished what numerous CEO's before him in the past have failed to do. It will be fun to see him get the credit which he so rightly deserves. Not to mention the mind staggering bonuses he will receive:) Jeff
It was a done deal in June of 2002 like you said Sanck! I never doubted it then. jeff
New Wave: Not to defend Greg but truthfully I have read many of Gregs posts over the years (since 2001) and he has an interest in MANY other boards on ihub from cooking to baseball. I dont think his story has ever changed concerning his retirement status and investment practices. Greg pisses me off regularly but I find him to be consistent. I really think Greg just doesn't think Wave will or has amounted to much and really doesn't mind raging against the Wavoid machine. This board might be wholesome entertainment for him along with all the other boards he frequents. It's taken me a solid year to realize this but heck I may be wrong? Greg?
Bially: Kevin s5 posted this which might help you feel better:
http://www.investorshub.com/boards/read_msg.asp?message_id=2226610&txt2find=automotive
License of SafeNet Technology Expanded by Texas Instruments
(See SKS' comments from Q32002 re: Securelink/SafeNet below)
BALTIMORE--(BUSINESS WIRE)--Jan. 27, 2004--SafeNet (NASDAQ:SFNT), a leading provider of private and public network security solutions that set the standard for securing virtual private and wide area networks, today announced that Texas Instruments Inc. (TI) has broadened its license of SafeNet Intellectual Property, SafeXcel(TM) IP.
"We are pleased to improve and expand our existing relationship with TI, the leader in wireless semiconductor shipments. As a leader in many consumer segments, that also demand higher levels of security and performance, TI provides a great opportunity for SafeNet to expand our security technology in these markets," said David Potts, Senior Vice President and General Manger of SafeNet's Embedded Security Division.
TI previously licensed SafeNet's intellectual property to deploy within its OMAP(TM) platform in 2.5 and 3G wireless devices. Security has become a critical component for many consumer applications, such as personal audio and video players, wireless phones and PDA's, set-top boxes, broadband appliances, networking, and AUTOMOTIVE applications. These embeddable security blocks are used to accelerate security functions in different applications alleviating the processing burden off of other main components within the system.
"SafeNet is a strong supplier of security intellectual property. We have expanded our license to use SafeNet IP to include additional product groups," said Paul Werp, Worldwide Marketing Director for TI's OMAP platform.
From the CC:
Howard Friedman, Private Investor: Just one quick followup Steven. Since you brought NEC to the forefront of stockholders minds and everything and in just reading about the company, they seem to embrace everything that Wave has been talking about for years and years already, biometrics, secure PC, so on and so forth. My question is this, we had a relationship at one time with SecureLink which has been purchased by SafeNet, and SafeNet is a very active participant with NEC. Is SafeNet a threat with their acquisition of SecureLink and Sonic against NEC net, or are they still a partner to us? Thank you.
SKS: I'm not so sure I would classify them as a partner to Wave today. I also wouldn't classify them as a real competitive threat. They build certainly fixed function security chips. There're lots of companies that do that. Wave can provide support for a range of those types of applications on EMBASSY and an equivalent, both performance and price point level. So as a raw security component provider theyr'e probably competition. But they're not selling into the same markets. So we're not trying to chase the application specific security chip market today, we're chasing the broad based general purpose PC business, which is where we think all the volume is. And our general assumption, and in a few years we'll be able to look back and decide whether it was right or wrong, is that if you can get hardware security into every single PC and be one of the primary service providers there. You can spend the rest of your life ticking off the specific vertical markets and the revenue opportunities that result in those. So longer term, we probably do become more of a competitor than we are today.
Kev: Could you post a reference article relative to your opinion? You may be right but I just want to read up this. To be honest with you, I'm more stoked about Trustzone and how Wave will fair in that market. Jeff
My opinion is Microsoft took the blame but we all know there wasn't an established infrustructure to support Longhorn regardless? TPM's are just starting to deploy in mass this year. You are right that this is going to be big and that you probably will be filthy rich:) Jeff
Buffet: Love your enthusiasm but the vendors who will be playing a role in Longhorn were incorporated years ago..... The infrustructure has to be built and there are many players in the TCG collaborating to build that infrustructure. There were no deadlines missed by Microsoft but the building of the trusted infrusture sure has felt like a slog to me IMO.
Buffett: You state "things are speeding up. Stay up with it....." I'm trying to get you to catch up man? Read the follow link and tell me what you think NCA's are, how NCA's are able to interact with the "NEXUS", who developed the Nexus and co-processer IP of NGSCB etc etc.... If you are a premium member of ihub I suggest you read all of AWKs posts relating to NSCB, Longhorn, Lagrande and trustzone. More importantly how they correlate with one another in terms of the tech. If you want to get really excited read all of AWKs post on trustzone in particular. Many on this board know "it's a done deal" as Snack would say.
http://msdn.microsoft.com/library/default.asp?url=/library/en-us/dnsecure/html/nca_considerations.as...
Buffett: Good opinion! Do you know why "MSFT is gonna use NTRU/WAVX technology"?
Gokite: Your right in that "Ultimately, it is the server side infrastructure, not a $0.01 o/s, that will make Wave." True from a short term revenue perspective but it's that $0.01 o/s that will ensure Wave's long term existence and ultimately long term revenue generation IMO. From my perspective when I think of Wave being "ubiquitous" I think of that $0.01 o/s in everything? JMO Jeff
Thanks for the update Bially on 2b.... Very close is right my friend! In a short while you'll see that you weren't sick at all, just well ahead of the curve. Or in Weby's words you were years before the hockey stick existed:) Now we're well into the curve IMO! Thanks for sharing! Jeff
Rosie: Microsoft getting a jump on providing trusted applications to different markets via Longhorn OS. I wouldn't be suprised to see several more editions become available to penetrate other markets as well. "However, she added that Microsoft will "continue to support the usage scenarios our users require and will support new scenarios as appropriate.".
AWK: LOL. So obvious isn't it? Wish poeple on this board would take the time to research and UNDERSTAND all the DD that has already been provided. Maybe they will. I did. Thanks for all that DD! Knowledge is power. Jeff
WHERE IS 2B WHEN WE NEED HIM??? 2B PLEASE COME OUT OF SECLUSION FROM THE BOARD! Jeff
Weby: I would love to see a graph of the Ipod adoption curve as well! Great idea! Anybody? I would be suprised if the OEM's let another Christmas pass by without rapid deployment of this technology IMO. I believe they will be ready to go. Let's keep our fingers crossed for some more info in the meantime of how Wave fit's into this whole mix. Hopefully we'll see some guiding PR's or DD demonstrating that Wave has a lock on a nice piece of the revenue pie over the next several months. What we know thus far looks good! Jeff
Go-Kite: Outstanding post. Very educational especially how the cost factor plays into whether a TPM or Trustzone will be utilized for Janus portable players. Thank you again for your insight. Great dialog again from the heavy hitters on this board. Jeff
Barge: Add me to your list of "5 fanatical Embassy dreamers on this board" who have supported your claims since the begining. I thinks it's obvious as well. Keep reminding everybody. Jeff
Digital: If you have been "lurking" and reading this board in particular then you wouldn't be so suprised by my post. Many others have just shown up on this board with the same story about being invested in Wave since the begining (longtime lurkers) and immediately jump on the "Steven Sprague is a bad guy" bandwagon. Many have spoken to Steven over the years and think he is a wonderful leader of Wave. Not perfect like you just wonderful in our eyes. Many have TRULY followed this company and it's progression and see the fruits of Steven's labor. Many have invested countless hours over the years providing an outline of his labors through extensive DD on this board. So when YOU dont have a history with anybody on this board and want to VENT (rehashed material) about Steven Sprague then it is we who are offended and you shouldn't be so damn suprised? Wake up dude....
Digital: 9 years invested and born on this board on Jan 1st 2005? As Snackman said the message is the same and we don't know you enough to care about the rest. Sorry to be so rude but please man....
Bull: I'm still irritated but I hear ya! Jeff
He's on my prayer roll... God bless. Jeff
IT'S ONE OF MANY PAST AND FUTURE PR'S WHICH = WAVE SUCCESS!!!!
Awesome post Weby! Love the perspective! Thanks. Jeff
Tampa: Gonna edge me by 5K in Q4 huh?? I like your end of the year projection even though I sway more towards the 40 Million mark! Good luck! Jeff