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Eamonshute,
this Dell whitepaper is dated December 2004, so it is very up to date. TPM 1.1 will be offered on select systems. I wonder what will happen with 1.2 when it is offered in summer.
John
Yaya,
if there were news to release it would be released? How and why would they manufacture news?
John
Lenovo buys IBM PC unit for $1.75B
http://cbs.marketwatch.com/news/story.asp?guid=%7B0CEC8697%2DE628%2D4890%2D8D49%2D89CF0BB81A7D%7D&am...
Gokite,
perhaps there will be an announcement signifying that they are meeting the TPM specification from the TCG.
John
Awk,
It would seem to make sense that Texas Instruments becomes a TPM supplier in the not too distant future. They are in the TCG and they provide a lot of the chips for cell phones.
John
Awk,
perhaps these are some potential TPM suppliers?
John
Does anyone have a ranking of the top cell phone chip makers?
John
cm,
this is obviously a good sign that things are progressing and implies success in pcs. On a lighter note, perhaps TPMs could be used to securely meter slushy machine purchases down to the ounce, lol.
John
"TCG is now widening its efforts to other computing devices,
from servers to printers, mobile phone and storage
technologies…"
TPMs are going to find their way to printers?
http://www.ieee802.org/1/files/public/docs2004/af-congdon-tcg-overview-1104.pdf
Awk,
good topic. Can you explain why you think TrustZone handcuffed MS's NGSCB?
John
CPA,
no problem. It's not greedy to buy something at a good price. I am likely to buy more if these prices remain, barring any new developments that would cause me concern.
John
CPA,
I believe you implied that I was a pig. You're a nice lad.
John
Greg,
very few people expected revenue of any significance. I've put my money on the line based on what I believe. Apparently your convictions are not that great, as you have not done the same.
John
Greg,
you assume the "market" knows more than it does.
John
Greg,
your post assumes every company is fairly valued and all returns will be constant. That is obviously not the case.
John
Greg,
you're right. Wave stopped going it alone and attached itself to the TCG and TPMs by learning through experience that they were not going to make it alone.
John
CPA,
it's a beautiful world we live in; to each their own. Good luck. Every sale will make the next sale easier.
John
CPA, to summarize:
You don't believe Wave will succeed. You have the ability to short Wave. You have never shorted Wave. Apparently you are not that convinced that Wave will fail.
John
CPA,
you can wait for revenue, that is your right. The purpose of my investment in Wave has been to invest before the train leaves the station. There are obviously tons of companies that people can invest in that are already generating revenue, however, those companies are priced accordingly.
Obviously high returns are achieved when value is recognized before a business is proven. You have agreed with me that TPM deployment will increase. I have seen this as the biggest barrier to Wave's success. Obviously there are other risks, but without TPM deployment Wave would be done.
It is also obvious that if TPM deployment is to continue to increase, it is for good reason. In other words, software that utilizes the TPM will be activated; otherwise TPM deployment would be DOA. For example, Wave's VPN access solution results in more inexpensive and easier to manage VPNs. A lot of this stuff will be an easy sell, IMO -- but more TPMs are needed. Many companies have staggered leases with their pcs so TPMs will not be on every computer overnight and as more TPMs deploy the sale will become easier.
John
From Wave's website:
"Wave's secured VPN access solution easily works in conjunction with the top VPN solutions and also uses the same basic technology for the other Trusted Computing solutions. The result is a significantly reduced cost of entry and ownership and an easier to manage VPN and security environment. If you are investigating lower cost alternatives for secure access to your corporate VPN, contact us by email at sales@wavesys.com or by phone at (877) 228-WAVE."
Larry,
exactly. While success is not guaranteed with the deployment of TPMs, failure is assured without it. The biggest barrier to Wave's success is being removed. At some point in the not too distant future, it will be reflected in the share price, imo. If you believe TPM deployment will happen, it will happen for a reason; i.e., pc companies feel it adds value or is a differentiator. Right now, Wave is the primary company providing value-add services to the TPM.
John
CPA,
a few questions for you:
Do you believe Wave's success is dependent on TPM deployment? Do you believe TPM deployment will exceed 40 million pcs in 2005? Can you provide any references that indicate TPM deployment is likely to slow or go away or do you see the same things that I see indicating that TPM deployment is only likely to increase?
John
To the board,
can anyone provide any articles or information that indicate TPM deployment will not happen?
John
CPA,
my biggest concern with Wave over the past several years has been the ability to generate a market to sell into. That concern has almost disappeared. The timing of the development has not surprised me one bit.
The management at Wave has done some foolish things and they have done some brilliant things. Living quarter to quarter on cash is foolish and short sited. Attaching Wave to the TPM market was and is brilliant. With respect to your rumor, I suspect that running on fumes cannot be good for employee morale and it is absolutely silly.
I work for a large public company that has been profitable for many years. The cost of capital and how we are rated is a major initiative in the organization as our appetite for cash is in the billions of dollars. Working capital is a major issue for companies of all sizes and can be a competitive advantage or disadvantage. Most employees need some certainty to keep motivated and Wave has not played the cash card very well.
Nonetheless, Wave's potential success is tied to the development of the TPM market. All signs are telling me that TPMs are happening and will continue to happen. TPM success does not necessarily mean success for Wave, but from all appearances, Wave is heavily embedded in the TCG and TPMs. Back to my company, we have helped critical parties stay in business through lending and through investment. If Wave is as critical as they appear, they will raise money -- make no mistake about it.
Back to your rumor, it does not influence me one-way or the other. However, I do not know you and thought it important for the board to keep it in perspective because I have heard a lot of rumors and that was the first one I've shared.
John
CPA,
it sounds like you just acknowledged my rumor as fact. FYI -- I am not trying to discredit your rumor, as it may very well be true. However, given what I have heard about you, I wonder about the intent of your post.
John
Not that it matters, but it looks like the Wave web site has been updated.
John
CPA,
it should be obvious.
John
Larry,
the ramp up of TPMs has just begun. TPM deployment will drive Wave's sales. TPMs and software can do something better, but TPM deployment has just begun. TPM deployment has just begun. TPM deployment has just begun.
John
Greg,
you have been very brash in your history of posting. Perhaps that does not sit well with me. The series of posts that I made were meant to illustrate a point. In fact, someone took me seriously and made reference to how strange my thinking seemed.
I would say most people who do not have a positon and no intention of taking a position that post on these boards are not being sincere. I am not lumping you into that category, but I'm certainly not excluding you from it either.
John
Whitewash,
exactly!!! Kind of makes you wonder about people who post on these boards who claim to not have a position!!! My post was meant to punctuate the silliness behind some of these people. Great, now everyone thinks I'm a nut, lol!!!
John
Hawkshaw OT,
:) (I think that's how you make a smily face!!!)
hawkshaw,
did you know there are about 3,300 listed with NASDAQ? Then there is the NYSE and AMEX. There are tons of international exchanges. Posting on companies that I have no interest in has become a full time job outside of my other activities. I feel people who have actually invested in these companies will take tons of stock in what I have to say. If they don't, well that is there tough luck as I have a lot to say.
John
Zen, he's just a casual observer. I often post on investment boards in companies that I have no interest. I do it to kill time between the various activities in my life, such as family, work, friendship, investing, and other things. It's a perfectly rational behavior. I have a lot of time on my hands.
John
Greg, there has got to be something better for you to do. Your interest in Wave has apparently changed.
John
CMF,
you must have a lot of time on your hands.
reg,
no deployment of TPMs = no revenue for Wave. TPM deployment = the possibility for revenue. Announcements like the National announcement are huge, because they are creating a market for Wave to sell into. Wave has tied its fortunes to the TCG, so TPM penetration is absolutely critical. There is a drum beat in the distance and it continues to get louder.
John
Whitewash,
we have had a couple of false starts in the past. A lot of people do not yet know what is meaningful in this market. IMO, the National announcement was incredibly important. As soon as Wave tied its fortunes to the TCG, TPM deployment became an absolute necessity for Wave to succeed. Although Wave may not succeed with massive TPM deployment, Wave would surely fail without it. I am very fired up about integrated TPMs hitting the market.
John
Orda,
even better:
"Anyone in a chat room who claims to be your friend and have your best interests in mind is likely a basher--after all, why would anyone give good advice for free in a chat room ?"
I believe we have a few of those on this thread, lol.
John
Snackman,
don't even bother with him.
John
Bingoman,
exactly. Also, the comment, "if everyone sticks to their principles..." is based upon very suspect data, imo.
John
Greg S/Awk/24601/Barge,
with regard to the deveoloper pipeline poll; if you look closely you will see that multiple annonymous responses were allowed in the poll. How many times did the EFF and Free Software Foundation people who are very polarized respond to the poll? Polls like that are largely useless as they are skewed by a few people who are willing to vote a lot, IMO. As the article states, TPMs are happening and will be on every machine.
John