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vc15,
thanks. I thought you were talking about the publicly-traded options.
thanks vc15! but,
where are those options coming from?
vc15allman
First, let me say I wasn't trying to insult you; like many here, I tend to shorten handles. Maybe I should've called you vc15! Anyway, I wasn't asking about that. I'm trying to understand this:
not including the capital they still need to raise nor the options that will be well in the money by $50.
"k5"
allman, huh?
not including the capital they still need to raise nor the options that will be well in the money by $50.
Hi wavxmaster!,
I think it's the "sell on the news" concept. Probably not a smart strategy for the only play in an emerging space, since I'm of the opinion there's alot of news in pipeline.
kevin
allman,
could you explain this statement of yours, please?
Once WAVX is recognized as emerging industry leader the risks of being long go through the roof.
kevin
lhf,
Do you continue to tell your superiors you're RIGHT? Think you'll get a performance bonus this year because you're RIGHT?
I suspect after the IDF you're going to find out how WRONG you've been.
Stubbornness can be a deadly trait in the market. See ya!!
Wave article on p. 44:
http://www.silicon-trust.com/pdf/white_paper/st_SAR_02_03_RZ1.pdf
Hi orda,
I think HSM is "hardware security module"
kevin
awk,
you'll have it today...
yep orda, thanks
that's the one. I thought I had seen it somewhere.
kevin
Wavxmaster, tommy
yep, that's it. However, there isn't a link from Silicon Trust's website. I'll scan it in a bit....
Did someone recently post an article
about Wave from the "Secure" magazine published by Infineon? I seem to recall something on the boards, but if not I'll post it.
kevin
C2, you have mail! e/
OT: Recording industry files 261 lawsuits against Internet music file sharers, announces amnesty program for individuals.
Matt/IHUB,
What happened to "Happy Hour"?
kevin
tony, strange...
they usually don't halt trading for an upside surprise, but it looks like the report could be good. NSM indicated $28.50 to $29.50.
wavxmaster, stop the feline CPR and read your mail!
OT: Natl Semi (NSM) Halt: News. Last 28.46
lhf,
You believe the stock is on its way to zero. You are a consistent cheerleader for the company's demise, and have given several, changing arguments as to how you've arrived at, and continue to stand by, this conclusion.
I have a question. At what point would you concede you were wrong? Would it be follow-up announcements, say by channel partners, re-sellers, OEMs about their partnering with Wave?Would there be a certain price where you'd cover because the alleged fund you help manage would not sustain any more losses?
I'm curious, because at eighty-cents you were imploring us to salvage what we could and move on. Now, I'm wondering about you. What will it take?
kevin
barge, your thoughts on the HP news:
especially at the bottom
HP Systems to be Grid-enabled; Grid Services to Simplify
Use, Management of Infrastructure Resources
HP (NYSE:HPQ) today announced plans to further enable its enterprise infrastructure technologies for grid computing. By leveraging open grid standards, HP plans to help customers simplify the use and management of distributed IT (information technology) resources. The initiative will integrate industry grid standards, including the Globus Toolkit and Open Grid Services Architecture (OGSA), across HP's enterprise product lines.
HP also announced enterprise consulting within HP Services for grid-based platforms. HP Services will provide management, deployment and lifecycle support of grid architectures. HP's product and service plans extend the company's Adaptive Enterprise strategy to perfectly synchronize business and IT. Grid computing will enable enterprises to draw on IT resources anywhere in the world to meet their dynamic needs for computing resources.
Analysts have estimated grid software and services will become a $4 billion market by 2008, but HP expects the opportunity to be significantly larger as corporate IT departments embrace the grid.
"HP started developing grid-like infrastructures more than five years ago. Grid is an important piece of the HP Adaptive Enterprise strategy, where today, we see the shared computing vision soon turning into reality as commercial enterprises more aggressively seek the agility and cost benefits the grid affords," said Shane Robison, chief strategy and technology officer, HP. "The grid has the potential to solve real business problems by simplifying global access to enterprise computing services.
"For CIOs, the grid can help better synchronize business and technology demands in real time. To help realize that potential, HP has committed to grid-enable our IT systems. Over the next few years, this means products ranging from HP's smallest handhelds, printers and PCs to our most powerful storage arrays and supercomputers, will be able to connect with and serve as resources on the grid."
HP and the Grid
The "grid" concept was formally developed in the mid-1990s as a shared computing approach that coordinates decentralized resources and uses open, general-purpose protocols and interfaces to deliver high-quality service levels. The grid is designed to render almost anything in IT -- computers, processing power, data, Web services, storage space, software applications, data files or devices -- as a "grid service."
Today, HP delivers grid-enabled services, solutions and products to help enterprises better manage and capitalize on change. Taking advantage of and promoting heterogeneous environments and interoperability across devices, the offerings include:
-- Enterprise Grid Consulting from HP Services: This new
offering will allow customers to benefit from the
expertise of HP Services when applying the concepts
of grid computing to commercial environments.
-- Grid Software Infrastructure: Building on the OpenView
platform, HP is extending the capabilities of the software
up through the management of Web services to deliver
comprehensive real-time business process intelligence and
enable immediate IT resource response in the context of
Web services or grid services.
-- HP Utility Data Center (UDC): The HP UDC delivers many
grid capabilities to commercial customers today and is
compatible with OGSA standards.
-- Grid Resource Topology Designer: An innovation from HP
Labs, this graphical user interface allows users to simply
and easily "draw" resource needs, then submit the
requirements to the grid for fulfillment. The Grid
Resource Topology Designer, working with the HP UDC,
automatically decides on the appropriate resources to
deploy to fulfill the service-level request.
-- Web Services Management Framework (WSMF): HP and its
partners are formalizing this framework -- a logical
architecture for the management of resources, including
grid and Web services. WSMF was recently submitted to the
OASIS Web services Distributed Management Technical
Committee as input into creating a standard management
interface for all IT resources and services.
-- SmartFrog: A technology developed by HP Labs, Smart
Framework for Object Groups (SmartFrog) enables
administrators to easily configure resources on the
distributed computers that make up the grid.
HP Customers and Partners
HP also is working closely with key customers, researchers and standards organizations to help the grid evolve from a technology concept into something that offers real commercial value. This includes efforts to ensure the grid:
-- is built on open standards;
-- reduces complexity by enabling the management of grid
services with easy-to-use standards and software;
-- enables heterogeneous systems to communicate and
collaborate better together;
-- establishes trust by guaranteeing the security of
participating systems and authentication of portable
applications; and
-- is truly robust, reliable and scalable.
yaya,
I think the whole company will be sold. Wave could help by delivering a chunk of SSP stock to the buyer.
kevin
Somewhat OT:
NEW YORK (Dow Jones)--Demand for products that protect computers and networks from viruses and hackers is gaining traction, thanks to highly publicized recent attacks and a strict regulatory climate.
More than one Wall Street firm gave the technology security sector a boost Tuesday, less than a week after federal authoritiess charged a Minnesota teenager with helping to spread the Blaster worm, a computer virus-like infection, across the Internet.
Stocks of companies that protect virtual private networks and which make firewalls registered some of the best gains, and some hit 52-week highs bolstered by sell-side comments and a high-profile technology conference that begins Wednesday.
"We believe that the increased number and complexity of security attacks, combined with a stricter regulatory environment" will continue to keep security spending in the top quartile for the foreseeable future, Goldman Sachs analyst Sarah Friar said in a research note.
Pacific Growth Equities gave NetScreen Technologies Inc. (NSCN) and its rivals a boost, saying it believes "that IT spending is showing a modest recovery but the spending is highly focused on critical technologies, one of which is security/VPN."
Pacific Growth analyst Erik Suppiger raised his profit projection for Netscreen to reflect what he said is "robust" product demand, based on channel checks.
Another player in the VPN space, SafeNet Inc. (SFNT), got a lift on speculation ahead of its appearance Wednesday at Credit Suisse First Boston's annual Global Software Conference in New York City. The event goes from Wednesday to Thursday.
Shares of SafeNet hit a new 52-week high of $38.74 earlier, a gain of 8%. The previous high of $36.82 was set July 15. More recently, SafeNet changed hands at $37.94, up 5.7% on volume of 416,200. Average daily volume is 353,099.
NetScreen rose as much as 7.1% earlier, but more recently fetched $24.80, up 3.5%, on 2.6 million shares compared with average daily turnover of 1.9 million.
Sonicwall Inc. (SNWL) shares hit a new 52-week high of $6.85 earlier, for an intraday gain of 8.7%. That was above the previous high set Aug. 27 of $6.68.
Other network technology security providers up Tuesday included Internet Security Systems Inc. (ISSX), which recently changed hands at $12.95, up 4%, on volume of 1.6 million shares compared with average daily volume of 1.1 million.
SafeNet's investor relations spokeswoman Michelle Layne pointed to the company's presentation at the CSFB conference as the reason for the increase in share price.
Layne said the company will only be providing an overview and discussing financials at Wednesday's presentation, adding that she doesn't expect the company to release any new information.
Goldman Sachs' Friar said the Sarbanes/Oxley Act and Health Insurance
Portability and Accountability Act as examples of legislation that will
require more technology security spending. Individually, she said she expects the latest worm attacks to benefit companies like Network Associates Inc. (NET), as well as NetScreen and Check Point Software Technologies Ltd. (CHKP). Her top pick is Symantec Corp. (SYMC).
But her research note contained a note of caution regarding the VPN/firewall space.
"Our checks suggest that the firewall/VPN market remains strong in North America, but feedback from Europe through August continued to be lackluster," Friar said. "Competition in this area also continued to heat up, with some suggestion from the channel that Check Point has become more aggressive on pricing...."
cricket,
As far as that AOL thingey goes, yep, exactly!! ;) have a good weekend,
kevin
Sheriff Matt,
Howie has his own board! My personal opinion is that his three post-per-day are four too many! lol
Kevin
Hi cricket,
A billion PCs? 100 million chipsets shipping?
I remember a conversation I had with someone at Wave regarding the government "space." Now I know what that person meant by terming that market "mouse nuts" compared to the PC market!!!
kevin
Microsoft's vulnerable, hackers say (no kiddin')
Company adding new security precautions to combat worms
By Bob Keefe
WEST COAST BUREAU
Thursday, August 28, 2003
By many measures, the core of the problem behind computer security flaws and big Internet attacks such as the ones in recent weeks comes down to one company: Microsoft Corp.
Microsoft's Windows operating systems runs about 95 percent of computers in the world. Along with Microsoft's ubiquity, its software is a favorite target of hackers who say it is riddled with security holes and therefore easier to exploit than other operating systems.
And hackers do exploit it -- with vigor.
Almost every major Internet attack -- including last week's Blaster and SoBig worms and a nasty mix of derivatives that shut down rail lines, delayed airline flights and caused headaches for almost everybody on the Internet -- has been designed specifically to exploit flaws in Microsoft software.
The hackers behind Blaster even took a personal poke at Microsoft Chairman Bill Gates.
"Billy gates why do you make this possible?" hackers wrote deep in the code of the worm that snarled the Internet and is still clogging e-mail in-boxes worldwide. "Stop making money and fix your software!!"
So why doesn't Microsoft make its software more secure?
They're trying, company officials say. But they also argue that like any other company, there's only so much Microsoft can do to prevent a crime if a criminal truly wants to commit it.
"We're trying to do everything we can to protect consumers," said Steve Lipner, Microsoft's director of security assurance. "But these attacks are a criminal act, and I can't identify with the sort of person who does something like that."
Nonetheless, Microsoft is now contemplating significant changes, including making patches and Internet firewalls more automatic and adding anti-virus software directly to its next major operating system release.
"Clearly there's room for improvement . . . or we wouldn't be looking at changing," Lipner acknowledged.
System not working
Like nothing else, Blaster showed that Microsoft's current software patch system does not work very well.
Microsoft and even the Department of Homeland Security warned computer users for weeks to download a patch to prevent the Blaster worm. Yet at least several hundred thousand computer users did not -- opening up not only their systems but everyone connected to them through the Internet to Blaster.
Microsoft tried to make its "auto-update" patch downloads program and its Internet firewall setting more automatic in Windows XP.
But since that apparently didn't work as well as had been thought, Lipner said Microsoft is considering making them "default" settings in its next Windows version, now scheduled for release in 2005. The company also is considering embedding virus-protection software in its operating systems. Microsoft recently bought an anti-virus company to explore the idea.
Outside security experts say those steps won't eliminate Internet attacks, but they will help dramatically reduce them by doing some of the work for complacent consumers.
"Microsoft has already tried to make things easier for the end-user . . . but over time, it's really apparent that some steps are still a little too much to put on the end-user," said Craig Seamugar, virus research engineer with Network Associates Technology Inc., which owns the McAfee line of anti-virus software.
Lots of patches
Part of the reason consumers and corporate network administrators have become complacent about installing patches is that they have become so frequent.
Last year, the company issued about 70 patches. So far this year, it has issued more than 30.
Installing a patch can cost a large company or government agency hundreds of thousands of dollars.
At the Texas Parks and Wildlife Department, for example, four employees were tied up for several days chasing the Welchia worm out of some infected servers, said David Archer, director of technology for the agency.
Patching also is costly for Microsoft. An internal estimate last year pegged the cost of each patch at about $100,000 for technicians' time and other expenses.
"Patches aren't working because the strategy is a poor one," said Fred Cohen, a computer security consultant and teacher widely known as the inventor of the first computer virus. "The alternative is to engineer systems well."
Cohen suggested that Microsoft could eliminate many potential openings for hackers by reducing some features, such as certain "macros" in its Word program or some of the automation in its Outlook e-mail program.
But in addition to being features that users rely on, they're also key to Microsoft's overall software strategy and future programs.
Scouring for bugs
Last year, under Gates' directive, the company launched a "Trustworthy Computing" initiative designed to put security at the forefront of everything the company does. Among other things, 9,000 developers were taken off ongoing projects and directed to scour existing software for bugs, vulnerabilities and other problems and come up with new ways to beat hackers.
Lipner said some of the successes are starting to show. The number of patches Microsoft has issued for its Windows 2003 server software is about half the number it issued for its Windows 2000 server software.
That said, Microsoft officials and computer security experts worldwide know that hackers always find a new way to break into software.
"It's essentially an arms race," said Dorion Carroll, director of engineering at Postini Inc., an e-mail virus scanning company.
And at least for now, it seems the hackers are winning.
orda,
nope, no other particulars, but the folks at Wave were very excited about the appointment.
kevin
Orda, bdooley,
The info about Wave's chairing the infrastructure sub-committee comes from me. I heard about it shortly after the initial TCG meeting and verified it with TCG. As I've stated before, there were no public committee announcments from TCG.
Kevin
Sorry folks, no TVTonic download:
We did not record yesterday's shareholder meeting. It's true that we
have considered delivering a Wave channel on TVTonic but unfortunately
it is not practical at the moment - we would not be generating enough
video to keep the channel interesting and we do not have the resources
to work on a channel that is not generating revenue.
wavxmaster,
Nothing like the comedic strain that runs through this board, hhh included. This is political but possibly ON topic, did you see Howard Dean at Bryant Park in NYC last night. This guy, while not my preference (I abhor socialism), seems to have put all the insiders on defense. Probably zero impact on TVTonic though.
See you at midnight. Don't forget to look at Mars.
kevin
Hey there wavxmaster!
One of two possible scenarios: tampa123 said he'd be in the bar before the meeting enjoying an adult beverage. Perhaps he shaghai'd weby and they never made it to the meeting. Or, Heaven forbid, sks is having dinner with some of the company's longtime shareholders and they're not back yet. Heck, its only 8:30 in New York. You know how long those cult dinners can last!!
kevin
dj,
You're back. The last time I read you we were on RB and you were having kiniption fits. I hope everything turned out well.
kevin
wildman,
anymore on a TVTonic broadcast of the SHM?
kevin
SPIN,
did hhh actually write for slate.com? If so, do you have a link?
tia
kevin
Hi Tony,
There are a few going, the most recent two that I can recall are Tampa and Weby. I hope to see some posts from them later today.
Kevin
OT: re AMD
Windows AMD 64 OS details escape onto World Wide Web
Hands off our hands on labs
By INQUIRER staff: Wednesday 27 August 2003, 11:52
A MICROSOFT WORD DOCUMENT has escaped from its laboratories and found itself on the world wide web.
Dubbed "Hands on Lab", the lengthy document outlines a great many procedures when working with 32-bit and 64-bit AMD architecture.
As the article says, a 64-bit operating system supports far more physical memory than a 32-bit OS. Windows NT for the AMD64 platform supports 16 terabytes.
This, says Microsoft, has a number of benefits. More applications can support more users, each application has better peformance because it can be completely resident in the main memory, and wipes out the performance penalty of swapping pages to and from disk.
The document also claims AMD64 has benefits for businesses, including increased productivity, lower cost of ownership, and new application opportunities, particularly in graphics.
There is more, very much more, here, complete with revisions, corrections and a heap else. µ
greg s,
Do a search on Microprocessor Reports website for trusted computing. Try TPMs, etc. You're not going to find much. Do you really think Glaskowsky is privy to Intel's rollout plans? The conclusion of the story was written first, then Patterson developed "sources" that supported that conclusion, hence the "contribution" of hhh and Glaskowsky. Don't you think an in-depth interview with the TCG would have been somewhat more enlightning?
kevin
littlehedgefund:
I noticed your pathetic attempt on the other board. Are these headlines "intentionally misleading" too?:
RSA Security, Thor Tech In Strategic Pact
RSA Security And Precise Biometrics Announce Strategic
RSA Security, Winchester Business In Pact
Blue Ridge Networks, RSA Security In Pact
Fiberlink Teams With RSA Security