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It is intellectuelly stupid to posit that a start-up, high investment cost, development stage company should, in its initial stages of market entry, have as its goal maximizing revenue for shareholders. Enough said.
I would ascribe 'immaturaty', not to SKS, for being candid about discussing the competition at the RSA Conference, but to those executive geniuses who signed off on EMC's acquisition of the RSA business, to buy presumed market advantage.
This point is PROFOUND, as regards competitive analysis. Write it down on your bathroom mirror, and re-read it every morning when you shave:
"We think that the pre-boot environment is going to be a very interesting place. Once you start to encrypt all your drives, you've heard from a dozen companies today about strong authentication. What they don't know is that all their software won't work in a couple of years. And the reason is, once they have a Full Disk Encrypting drive, I have no operating system anymore. All my authentication takes place without an operating system. So, you have to build authentication independent of the OS environment. And so, it's a very interesting constraint that come along with that because clearly in BIOS you have a lot less space. And this is going to be true for anybody who turns on Full Disk Encryption even within the context of what Microsoft has done is a very limited OS that works with Microsoft Vista BitLocker."
i hope so!
buyer beware... when have competitors ever told the truth about their products' good points, as well as their glaring deficits, assuming that they know what each are?
the 'all other strong authentication in place' are all software programs that require a booted, running, operating system to work. they are just applications like your browser, your spreadsheet, your vpn program, etc. they cannot be loaded and run, absent the booted operating system. The TPM, in contrast, performs its authentication chores prior to the OS's being booted and loaded from memory. in the TPM context, all post-boot authentication software is useless, relative to the authentication functionality provided via the TPM in the pre-boot environment. What's so 'troubling' about that? It's a great competitive edge... it obsoletes all of our current putative competitors!
No-one else would be physically in control of the remote administration server console. And the person who was, would have to authenticate him-, herself.
I'd rather Wave keep the competition UNaware and complacent, at this point.
magnitudinous
YEAH.., On their terms (and on the U.S. Justice Department Anti-trust Division's terms)
Does this mean that Bill realizes that he needs to buy Wave? Just kidding, Guys....
Wasn't Greg Garcia the Army's TPM evangelist? Anyone...?
Yes, I sensed a lot of 'You don't say....' moments/reactions coming from the audience at SKS's presentation.
This product is very interesting, guys (and gals), because it pointedly illudstrates an ironic point that SKS made, almost as an aside observation, at the RSA yesterday. He said, and I'm paraphrasing from memory, 'encryption companies that don't have TPM functionality in their products now, are going down the wrong path. In a few years, their products will be obsolite, because of the requirement to use TPMs for authentication, key management and escrow, etc.' IMO, this Volage product, as architecturally comprehensive and logically comprehensive as it is, is a perfect example of a product to measure SKS's observation by.
Yep... I'm no techie, but it looks like the Wave reactor is about to go critical. Anybdy here planning on standing down-wind?
guten tagen, you've made my day!
This 'server', IMO, is a software application, that runs on a hardware computer. Do you think, for example, that Microsoft's 'Exchange Server' is a piece of hardware, tucked away in some computer room? No! It's a piece of software installed and running on a physical computer, a hardware 'server', tucked away in a computer room.
see my post, two or three back.I can't elaborate now, I have to leave for dialysis.
i think you are misapprehending the use of the word 'server', in relation to today's announcement, in your exhuberence, you are thinking of 'server' as a hardware server, which, IMO, it is not (here).
the functions needed for secure subscriber management are located in the TPM... Vista ultimate requires the TPM... TVTonic is included in Vista Media Center... therefore, why play semantic games?
not connected with wave! but very interesting, and bound to be another driver for the deployment of secure mobile phones using the TCG mobile phone spec.
you are 100% correct... even when one knows one is saying NSA, NASA sometimes comes out. And then there is always the mis-transcription by transcribers schooled in the public school system.
minamal impact, as this is the way of treating unsigned versus signed drivers, a very fastidious approach, that all developers, TCG or non-TCG, should want. one could argue that this requirement of only allowing signed drivers for vista gives greater practical credibility to the TCG idea that only signed software should be allowed to run on ANY hardware (end point).
The consumer implications of this vista launch sort of highlight the error of the 'all-or-nothing' fallacy of consumer TPM infrastructure deployment/use, doesn't it?
what's your time horizon?
they are reading the IFX news (incorectly, IMO).
absolutely, they go private because they (their executives) can't get their work done. although a shareholder, because of experience, i sympathize with management (SKS) here.
Both are parts of the same conglomerate (keiretsu). NTT Doco is the telecommunications carrier, whereas, NTT Data is an IT management/service/consulting company.
there is, however, nothing in seagate's description of theie asic design that indicates there are any variant forms that are destined for the final manufactured drive units. perhaps in the asic, fde features can be turned off, but even that remains to be seen.
the upgrade revenue is revenue that would be consequential to purchase of a seagate encrypted drive, but not contractually bound to wave's seagate deal.
A Broad way play opening in Vegas... I like that thought!
"we'll see."
"...is possible..."
"...will probably have..."
"...I believe...is reachable..."
"...I've stated my opinion..."
"...is a possibility..."
"...my guess..."
etc.
truth emerges from a confluence of voices, some very accurate, others less so. what's the big deal? let snacks be snacks. The stock will take care of itself according to its own dynamics, regardless of any of our predictions, so again, what's the big deal?
riskiest prediction -- witin 6 months, an application or content provider 'x' will PR with Wave, a killer app that requires Vista Ultimate and Wave subscription management service. By year-end 2007, revenue from this deal, and/or similar deals, will be substantial, i.e. greater than 10% of Wave's 2007 total revenue.
Corporations? It hasn't really 'cost 'em' yet. the slip-and-fall, shiny pants, tort bar crowd is not yet up to speed on putting together a hard-hitting computer security breach case.
No,but I see just a lot of guys standing around the tree, waiting for the apple to fall.
does the new microsoft 'distribution method' = the old Wave back-office secure digital distribution via Embassy chips/TPMs?
'Gurgle', as in drowining in revenues, from Wave, will be the next out-of-nowhere Google!
the potential for many revenue-generating 'stops' is happening every day. what is vista ultimate with its tpm 1.2 all about? developments like this palpably indicate that more than one 'stop' have already been built, and many more will be built with alacrity. just say 'video blogging, pod-casting, or other recent popular culture digital phenomena, to gauge just how quickly the necessary 'stops' will be put in place with the ability to generate revenue. your argument with me is the magnitude of the revenue generation... i suggest that by this time next year, it will be significant, and that 'significant' will equate to huge. We'll see, and that's what's so much fun in an otherwise boring investment. BTW and OT, is there as much snow on the ground in Grant Park, as there is outside my window here in Wisconsin?
barge, some have sight, and some have vision! and some can see the looming consumer secure digital content 'kaboom'.