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Vader....as we all know or believe to know
Dell has an advantage to have Wave. When TPM will be everywhere only Dell has the right solution to offer. Perhaps they don´t want attendees from HP, Lenovo and others to see the future of TPM "enabling"!
Best regards
ISPRO
Doma...I don´t know, but does WAVE-Dell need a reseller?
I haven´t seen for example Envoy McAfee at Dell US.
Best regards
ISPRO
AWK...thanks nevertheless it´s great!
Best regards
ISPRO
Doma...I talked with Brian Berger about the same!
He told me that they will fix this but the maintenance of Dells website is a little bit slow.
I´m sure that Wave products will occure in the next days cause the presentations in europe have already started.
Best regards
ISPRO
Orda....imagine, there are 2 presentations in SWITZERLAND!!!
Where are the really big banks? Where is all the money stored.
It´s clear that the French bank PRs came from Bruno and Raphael. They can deploy Waves products there without a presentation tour.
It´s important that other countries are visited.
Best regards
ISPRO
HJ...I think Bruno Lecont
Brian told us Bruno is in Dublin when we were at Systems2005 on 26th Oct. On 26th was the first presentation in Dublin!
Bruno is a smart guy, as I know he made the deal with STM.
Best regards
ISPRO
AWK...thats why Bruno was in Dublin at 26th (Systems2005)
The show has begun!
Best regards
ISPRO
OT...Domain Europe
I mailed Raphael to redirect the european domain to www.wave.com
Hi Raphael!
As discussed in Munich, please can you redirect www.wavesys-emea.com to www.wave.com
It should be done before the European tour with Dell started, cause many people look for the domain within the email adress of you and the european reps.
Thanx
Best regards
Oliver
ISPRO
LD...Don´t tell AWK what time he should buy WAVX!!
I think AWK and a many other people here, don´t want to act like traders do. We all believe in this technology and in WAVEs future. It´s not important if we can buy at 0,84 or at 1,10 cause we believe SP will be at 10,0 at the end of next year.
ISPRO
Wavxjr...if I knew it I would tell you
IMHO we´ll reach breakeven in 2Q/06
ISPRO
TO ALL.....
Dear friends please don´t believe that the figures I posted were told to me at Systems or somewhere else. These post are only my opinion based on that what I´ve seen the last months and at Systems2005.
I think TCG and TPM are the future and this future has already started!
Best regards to all
ISPRO
Doma.....STM
TPM shipment in Q3 and Q4 will effect mobos in 2006!
Think about
The Intel915 series had Infineon 1.1b.
The newer Intel945series have STM 1.2.
GREAT!!!!!
20M PCs in 05
60M PCs in 06
up to 200M in 10
IMHO min 25% with STM TPMs!
Best regards
ISPRO
Gokite....there was a Q&A session but we had to leave earlier.
After each presentation the visitors could make questions but I think except the TCG company reps, all attendees were overstrained cause the content of the presentations was really heavy!!!!
ISPRO
Cosign..I couldn´t see any local press for Dell and the presentations cause when we arrived at Systems we first went to the TCG booth and right after the ETS presentation we went to the community day.
There were about 30 attendees. I don´t think its important how many know about TPM or TCG or Wave at this time cause there are 110 big players who design the future of trusted computing and mobile space. TPMs are in the PCs and perhaps ARM-Trustzone will come in mobiles. Nobody knows about TPMs but at the time when every PC will have TPM in it, everybody will know about it.
I think nobody can and want to stop the developments of the TCG (with all gorillas in the group)
The game has begun, now we will see how much points we´ll make in this game!
Best regards
ISPRO
Go-kite...I don´t think 500K is on the low end.
Increases were made in Q3 but the revenues will tell this in Q4!
ISPRO
Cosign....I don´t know it but
IMO TPM shipment has to be several month before producing the motherboards and assembling the PC is following.
There are 4 TPM manufactures
2006 we´ve heard that there will be 60M PCs with TPM
If STM produces 25% they have to ship 15M for 2006 and 5M for 2005.
We all know that STM and Infineon are the BIG TPM manufactures.
So I think
Q2 = 1M
Q3 ~ 3M
Q4 ~ 5M
Q1 ~ 5M
Q2 ~ 5M
Q3 ~ 10M (40% for producing in 2007)
Q4 ~ 15M (90% for producing in 2007)
Cosign I don´t know but if 2010 there are 200M PCs with TPMs
and STM will be the leader in producing TPMs...........
All IMHO
Best regards
ISPRO
Dig...I thought SKS said that Wave would not be bundled, customers have to buy Wave as a 3rd party solution.
Can the drive run without Wave in an untrusted environment?
Thanx
ISPRO
Gugi...first beer ordered....
ISPRO
Awk..thanks
"...with all kind of TPMs" I referred WAVE at this statement!
Best regards
ISPRO
GUGI...keep racing!!!!!
It´s coming! Best DD
Best regards
ISPRO
Doma...as I understood
1. Wave is the only provider of a server side solution (Infineon can do this job - only client side) Passwords are stored on server and client TPMs and updated in both directions with all kinds of TPMs.
2. Shared vault are Server side. On clients there is the peronal vault. Access to the server vaults are granted by authentication server for several users or user groups.
3. You know that Wave have deals with the BEST companies! Think about it and imagine.......IMHO
Best regards
ISPRO
Dig....steady growth
Hi dig!
IMO I wouldn´t expect a 100% gain over all.
I hope Q3 revs are over 500K but I don´t think so. Q4 will be much better there I think we´ll reach 1M, Q1 3M, Q2 4M. Just my opinion.....
Q3 STM I think there should be an 100 increase...
Best regards
ISPRO
GUGI ...stolen TPM...HUH???
I think TPMs need TPMs to store TPMs in a secure environment
ISPRO
Thanks boom only two beers (the first and the last)
Best regards
ISPRO
TCG sorry, already corrected in an answer to zen...
GUGI28.....four ears hear better than two!
Have I forgotten something?
Thanks for the great day!
ISPRO
Snack...no nothing of it!
But we should think about something....
1. Has anybody seen an Infineon TPM1.2
2. Newer Intel boards has no Infineon 1.1b but an STM 1.2 or BC
3. Gateway looks like STM 1.2
4. Sony now has Infineon 1.1b but what about next year when Vista requires TPM 1.2?
5. HP with HP Protection Tools with Infineon 1.1b (next year?)
Thanks for your thoughts
ISPRO
Snack...as you and others said!
TC and TPM is reality! ( as stated by Infineon and all others at the community day)
Best regards
ISPRO
ZEN sorry TCG!!!
CRYPTAS...I visited Cryptas on monday.
Unfortunatly I arrived at Cryptas headquarters in vienna at 7 pm so the office was already closed. Nevertheless I could see the location and it looks good. I talked with Raphael today about the relationship and he told me the CEO of Cryptas is a very smart guy! He´s a technician and nobody can "..tell him bullshit".
CRYPTAS is a security specialist in Austria.
I think it´s the right choice for Wave and ETS deployment in Austria and Germany!
Best regards
ISPRO
SYSTEMS 2005, Munich, Germany a short reporting
Hello everybody! GUGI28 and me just arrived from Systems2005.
Today was a great day cause we could talk to BRIAN BERGER, RAPHAEL MABELLE and some TCG experts!
First for all who believe that we´ve got informations concerning Q3 revs or relationships - Brian is a smart guy and it was clear for us that these informations are known but not discussed with us.
I´ll reduce the content of our meeting with Waves and TCG reps to the important facts:
1. INCREASING on every Wave related figures
2. STM 1.2 increasing, Infineon decreasing
3. as stated by TCG, Wave is an important PLAYER in TCP, and if TCP succeeds Wave could be a big company!
4. Mobile space - NOKIA LOVES TCP and "...it will be a hardware security... thats for sure" the Nokia rep told us! (see AWKs posts concerning ARM/TRUSTZONE...)
5. CC 8 or 9.11.2005
6. We tested ETS5.0 in hall B2, Booth 523 with Rafael - TOP solution, no performance problems, EASY to use and first in Waves history, a product that has already been sold! ETS works fine!!!!
We followed the community day of TCP:
1. Introduction TCP by Brian Berger (WAVE)
2. How trusted computing is being used today by Soenke Sothmann (Infineon)
3. Establishing trust in your organisation by Tom Koehler (VeriSign)
4. Protecting your data Alexander Koehler (Utimaco Safeware AG)
5. Securing mobile phones: Janne Uusilehto (NOKIA)
6. Security enterprise solutions Rafael Mabelle (WAVE)
7. Using smart cards as part of a trusted solution Florian Gawlas (G&D)
8. The future of trusted computing Vincent Scarlata (INTEL)
HAVE a GREAT DAY to ALL (as we had.....)
Best regards
ISPRO
Snack...right 8.11.2005
Best regards
ISPRO
Trust...for you every time is the right time!!!
Don´t wait!!! CC is coming!!! If Revs are below 1M...HUH!!!
What can we do?????
What´s your point??? TRUST or LEAVE!!!
Right NOW!
Good luck.....
Hi gugi!
Departure 6h30 arrival 9h at Systems2005. We´ll report next day!
See ya in SH
best regards
ISPRO
I thought about LD.
As Larry stated sometimes he´s a trader. Why should a trader post on a board like this so many times. As a trader he has to follow many stocks! I don´t believe he is posting on all boards. He knows that he can´t hype the SP by posting here! So my friends, isn´t it possible that LD has fallen in love with WAVX??
IMO we are on the road and Larry smells it. So I believe he is waiting for Q3 and he will not sell before!
As he said WAVX 2 to 1,5 then 5 to 3,5 then 7 to ,5 and so on.
I don´t believe this movement after Q3.
IMO 10/05 - 06/06 = steady increase of SP up to double figures.
Best regards to all
ISPRO
Hi Foggy!
One day delay...
bleu do you agree with this view
by: foggy_doubletalk (32/M/Shanghai, China) 10/22/05 03:45 pm
Msg: 88457 of 88469
http://billburnham.blogs.com/burnhamsbeat/internet/
Greg...Nobody here means TPM=WAVE
But:
STM about 0.1 per unit (3Q perhaps 2M units make 200K)
Intel about 1 per mobo (3Q perhaps 100K make 100K)
Dell ETS sales (unknown) (3Q perhaps 10K make 200K)
Gateway (unknown)
Broadcom, NSC and others I (we) don´t know....
CC will tell
Best regards
ISPRO
Larry..the Bank of America could use TPMs when they replace their machines.
Perhaps 2006? Nobody knows their machines lifecycles...
WAVOIDS don´t know more, they are searching and searching and searching. And right now we find news and TPM/Wave related stuff every day!
Thats fine, isn´t it?
Best regards
ISPRO
Larry agreed with one exception.
Like companies the consumer has pc lifecycles too. The lifecycles are a bit longer but anybody who bought a pc in 2001 will buy a new one (with a TPM) in 2006.
So the home computer TPM market is growing a little bit slower..
Best regards
ISPRO
Several "Einsteins" on the "other" board have found interesting "news"!
Sony BX Series (195, 196, 197..) with TPM 1.1b have Infineon security tools.
Unfortunately these models are old and cannot be ordered anymore in Austria!
The new BX models BX540, BX560, BX570 are available end of october. Some of us have seen the pdf of the BX540 model and the SEC specs......
ISPRO