You are exactly right, sad to say.

"apple said no. mobile said only if we control it. microsoft absorbed it into the os. dell found another provider. samsung purchased rights but didn't follow through. enterprises stuck with what they have. governments preferred surveillance."

matt25

Here's the VSC commercial link

Great post, alea. Right on! /e

alea: "Dozens of pilot deployments" in multiple important business sectors speaks well to the breadth, and therefore the overall size, of the market opportunity.

I know you were looking for signs of wide demand.

matt25

Institutions anxiously waiting too...

Institutional ownership is hitting a multi-year percentage high at nearly 11%. This can be a sign of smart-money accumulation, especially when overall price and volume are low for an extended period.

http://www.nasdaq.com/symbol/wavx/institutional-holdings

The stochastics patterns I look at are primed for a large percentage jump in share price, on the order of 20-50%. Usually this requires precipitating news. So let's see if it occurs. I'd guesstimate a 1 week timeframe for this activity, if it is to occur. Otherwise we drop to the next support level below.

matt25

Blue: I believe that when fear peaks, smart money buys in, recognizing the low ebb of investor confidence/height of fear, and thus expecting a near-term reversal. I believe this board is accurately representative of investor sentiment for WAVX--not that this board directly affects the stock price. Peaks and valleys of sentiment are coincident, in an inverse way, with near-term valleys and peaks, respectively, in share price.

My expectation near-term is that Wave share price will react to Thursday's report based on whether the low expectations are exceeded by actual performance, which will cause a bounce in the price, and whether, whatever the actual performance, the report is accompanied by news of substantial contract(s). Poor performance in Q2 unaccompanied by news of substantial contracts I expect will be met with a further sell-off to the low $1's.

Long-term, I'm open-minded--yes, even hopeful, based on Solms success in luring real sales talent when candidates are exposed to current status of the sales cycle under NDA--to the promise represented by the Solms turnaround story. I do have lots of skin in the game still, and will buy more on a significant dip.

matt25

Interestingly, the peak of negative sentiment today coincided with the the late bounce this afternoon.

What about August 5th?
Your chain of discussion seems to propose this date for the announcement of a customer. Is that true? If so, why?

Sorry, I'm not following.

Intel(R) Solid-State Drive Pro 2500 Series Brings Trusted Security Features and Lower Cost of Ownership to Business

http://online.wsj.com/article/PR-CO-20140722-910258.html

Intel(R) Solid-State Drive Pro 2500 Series Brings Trusted Security Features and Lower Cost of Ownership to Business
EmailPrinter
Friendlysmaller Text larger
NEWS HIGHLIGHTS

-- By increasing performance and limiting downtime, the Intel(R) SSD Pro
2500 Series delivers industry-leading TCO for businesses of all sizes.

-- With hardware-based encryption, the Intel SSD Pro 2500 Series helps
mitigate the threat of costly data breaches without diminishing
performance.

-- Intel SSD Pro 2500 Series delivers security features and a manageable
storage platform for the level of uncompromising performance demanded by
today's businesses.
SANTA CLARA, Calif.--(BUSINESS WIRE)--July 22, 2014--
Intel Corporation today announced an addition to the Intel(R) Solid-State Drive (SSD) Professional Family: the Intel(R) SSD Pro 2500 Series. This new business-class SSD delivers lower total cost of ownership, security and manageability features, and blazing-fast SSD performance demanded by today's business users.

Intel SSD Pro 2500 Series offers IT departments peace of mind with advanced security features and capabilities designed for businesses ranging from small companies through large IT-managed enterprises. Security and remote manageability features, combined with lower annual failure rates than hard disk drives (HDDs), help to reduce the need for resource-intensive deskside visits.

Managing data security is critical for businesses and a challenge for IT leaders. Data breaches, often a result of lost or stolen PCs, can cost a business nearly $50,000 in lost productivity, replacement, data recovery and legal costs.(1) To help businesses mitigate the threat of such costly breaches, the Intel Pro 2500 Series SSDs are self-encrypting drives (SED) utilizing hardware-based 256-bit encryption to protect data without a loss of performance. Additionally, the new Intel drives feature the Trusted Computing Group's OPAL 2.0* standard and are Microsoft eDrive* capable. These policy-based controls help to prevent data breaches and support crypto erase to repurpose the drive for reuse.

"The need to protect assets, keep an eye on the bottom line and ensure employees have the best tools is a challenge for IT departments," said Rob Crooke, Intel corporate vice president and general manager of the Non-Volatile Memory Solutions Group. "The Intel SSD Pro 2500 Series is a well-rounded solution to help balance those often competing needs. Adding the Pro 2500 Series to the Intel SSD Professional Family delivers a powerful storage solution to help businesses of all sizes meet their critical IT needs."

"The Intel SSD Pro 2500 Series is the second-generation OPAL-based client storage solution that helps IT departments protect their users' data and also provides valuable features to reduce operational costs," stated Candace Worley, senior vice president and general manager, Endpoint Security, McAfee*, part of Intel Security. "The Pro 2500 Series is a perfect companion to our data protection solutions, managed by McAfee ePolicy Orchestrator*, all working in concert to provide IT departments with data security, management and control, wherever their endpoints may be."

In an environment with Intel(R) vPro(TM) Technology, with Intel(R) Setup and Configuration Software and leading security software, the Pro 2500 Series drives can be managed remotely allowing IT to monitor and report drive health as well as track assets and remedy faults. This remote manageability enforces IT policies to help prevent mishaps and simultaneously provides a great user experience. Embedded and Internet of Things applications can also take advantage of the remote manageability features to help limit the number of IT professionals needed to oversee devices. To assist in protecting user data and lower the total cost of ownership, applications such as ATMs and remote digital signage can be updated, monitored and managed remotely.

"Corporations of every size are facing the growing challenge of protecting sensitive data and ensuring compliance with a litany of data protection laws and regulations," said Bill Solms, president and CEO of Wave Systems*. "The Intel SSD Pro 2500 Series offers a sound foundation for any data security program, incorporating hardware-level encryption without impacting drive performance. Wave's on-premise and cloud-based management software complements the Intel SSD Pro 2500 by offering remote drive provisioning, automated password recovery and secure audit logs to document that encryption was in place should a laptop become lost or stolen."

The Intel SSD Professional Family is part of the Intel(R) Stable Image Platform Program, including a 15-month availability of the components and drivers for compatibility and stability across a qualified IT image. This helps minimize IT qualification and deployment times. The Intel SSD Pro 2500 Series also features five advance power modes helping to balance performance and power to enable a longer battery life and provide a better mobile experience.

The Intel SSD Pro 2500 Series will be available in both 2.5-inch and M.2 form factors and in capacities ranging from 120GB to 480GB. The Intel SSD Pro 2500 Series is backed by a 5-year limited warranty and features a world-class annualized failure rate (AFR) well below 1 percent. The AFRs of other SSDs and HDDs can reach as high as 5 percent or more in mobile environments.

More information on Intel SSDs can be found at www.intel.com/ssd or by accessing the multimedia press kit at www.intel.com/newsroom/ssd. Follow Intel SSDs on Twitter: @intelssd, or communities.intel.com.

About Intel

Intel (NASDAQ: INTC) is a world leader in computing innovation. The company designs and builds the essential technologies that serve as the foundation for the world's computing devices. As a leader in corporate responsibility and sustainability, Intel also manufactures the world's first commercially available "conflict-free" microprocessors. Additional information about Intel is available at newsroom.intel.com and blogs.intel.com, and about Intel's conflict-free efforts at conflictfree.intel.com.

(1) The Billion Dollar Lost Laptop Problem, Ponemon Institute, 2010

Intel, Intel vPro and the Intel logo are trademarks of Intel Corporation in the United States and other countries.

*Other names and brands may be claimed as the property of others.


CONTACT: Intel Corporation
Krystal Temple, 480-552-1760

krystal.temple@intel.com

or

Chase Perrin, 425-405-0842

chase.perrin@nof9.com


SOURCE: Intel Corporation
Copyright Business Wire 2014

Having this ballyhooed launch event makes me nervous. It feels like they are introducing something totally new and therefore unproven, and ergo not sold, i.e., they have no launch customer. If this is a dog and pony show only, with no announced customer(s), well, down we go again, and the scepticism and distrust set in again.

Windows Phone 8.1 Security Overview
Anyone combed this from Microsoft?
insert-text-here

Topics include TPM, Virtual Smart Cards

Windows Phone protects certificates and keys by using the TPM that is built into each device. The TPM
can release keys automatically, on demand, or based on a secondary authentication factor (such as a PIN
in the use of virtual smart cards).

Summary
Verifying user identity is essential to security. In fact, without properly identifying users, all other parts
of security become ineffectual. When the user’s identity has been established, you want to ensure the
user has access only to the apps and services that you specify. With Windows Phone, you can accurately
identify users and then control their access to apps and services by using the following technologies:
? Device access. Ensure that only authorized users have access to your devices. In the event that a
device is lost or stolen, support personnel or the user can remotely wipe the device. And,
notwithstanding those levels of protection, if an unauthorized user enters the wrong password over
a specified number of time, the device automatically performs a wipe.
? Assigned Access. One of the primary problems facing organizations is how to ensure users are only
using devices for intended purposes. With Assigned Access, you can help ensure that users can only
run the apps you desire.
? Virtual smart cards. Multi-factor authentication (“MFA”) helps strengthen any identity
authentication system. Virtual smart cards provide users with 2FA that helps prevent unauthorized
users from compromising your identity and authentication systems.
? Certificate authentication. Certificates have long been used as a method for providing MFA for
devices, especially for Wi-Fi connections. With Windows Phone and your MDM system, you can
automatically manage the certificates used for client authentication with minimal effort. This extra
level of security helps ensure that only authorized devices can access your Wi-Fi networks.
? VPN identity and access. Users are able to seamlessly and securely access resources on your
organization’s private intranet with no user interaction by using auto-triggered VPNs.
? Wi-Fi identity and access. Minimize concerns about unauthorized Wi-Fi access within your
organization’s private intranet by using EAP-TLS and EAP-TTLS authentication for Windows Phone
devices. These certificate-based authentication protocols help ensure that only authorized Windows
Phone devices can access your organization’s internal wireless networks.

Vegas!
Is that good or bad for your meter? I forget.

matt25

Barge: Very good call! I'm with you.

matt25

Barge: Interesting. I had the same thought. If that happens, $4-$5 would at least have me in the black, but it would be a big disappointment compared to what this technology seemed to merit in the computer security and privacy ecosystem.

matt25

If you did not issue new options when the old ones expire worthless, then I wouldn't want to work there. People are way off base who carp about the options granting to employees. As others have said, options align employees' interests with shareholders, and are necessary to attract and retain better talent.

matt25

Heavy volume: a wavoid giving up

That's all it had to be. Could be the other things, but didn't have to be.

Meanwhile, that was some sweet deal at $1.75!

go-kite: MS would license WEM because it makes their OS more secure. Isn't that straightforward enough? MS can claim that, out of the box, their OS is much more resistant to malware and root kits that attack at the BIOS level, and also that their OS supports the ongoing detection that WEM provides.

Mind you, I posited it as a possibility and my opinion is that MS is not LIKELY to license it as part of the OS, but there is an obvious reason to do so if they chose. It's not as if WEM raises the privacy bogeyman spectre, being a defensive security tool only.

matt25

Jas: I'll bite:AMI-Wave news contemplated again

I agree the AMI-Wave news IS the Microsoft-Wave news, and it is worthy of reconsideration and substantial attention, and even deserving to be a motivation to BUY MORE SHARES. Below are paragraphs 5, 6 and 7 you cite, and they portend large revenues, because the solution--WEM--would seem to be the kind of backbone security every user, every Windows OS buyer, would obviously want on their deskto/laptop/tablet/mobile device.
My question regards the business model. Will it be:

1. WEM Licensed by Microsoft as a standard security support feature? My opinion, not likely. But possible. Even if it were, Wave would likely make less revenue overall on the per unit basis MS would pay, versus what either the PC OEM or the upgrade customer would pay
2. WEM Licensed by the PC OEMs, a la Dell. This could be for enterprise or consumer machines or both--the lines are blurring anyway. Would definitely be for defense industrial base and government at least. This could be very lucrative because of the pervasive need, at least in the enterprise/gov't worlds.
3. WEM Sold by Wave as an upgrade, a la ERAS (or in an upgrade suite with ERAS, etc). This is least lucrative, at least initially, because of the risk of not winning the sale, but could still be lucrative long term, if the trajectory of ERAS is continued and repeated for WEM.

In SP 800-53, see page F-189 and following, which addresses the Wave-authored December 2011 draft of SP 800-155. This is section SI-7, which describes what Wave Endpoint Monitor (WEM) does. It starts thus:

dig: Winmagic=Another option for ATM use? /e

I added yesterday too at 2.12, 5K shares. Just missed the bottom, but I won't quibble over 8 cents, as this is just a small portion of my total holdings, which are in 6 figures.
So I guess I'm still quite confident

matt25

Paraphrasing NSA: Wave="basic blocking and tackling"

Excerpt from linked article in replied-to post:

Isn't this HUGE???--Wave Sole Source Contract from ARMY

Shouldn't we be jumping up and down and expecting the price to double tomorrow? What says the board? How excited should I be? Did I just start to finally get rich?

matt25

Now I'm jealous. Some person got over 50K shares right before the close and it only had to move up to $2.38. I've a feeling right now it may be tough to get so many shares at such a price any time tomorrow.

But who knows...

matt25

Wow, barge! This should be one of the yellow-highlighted posts at the top. Big news. Thank you.

matt25

knute97: That's a beautiful thing to see! The hockey stick is happening. Wave is a real company, doing business in increasing millions of dollars and cents.

I just want to stare at it and be thankful for my hopper full of shares, knowing what they are likely to be worth in a foreseeable future.

matt25

Hi Foam: Very interesting [Wave] job posting.

I say [Wave] because the company description at the top is almost word for word from Wave's own company self-description one sees, for example, at the end of their press releases.

The need for/existence of this Wave job posting speaks very promisingly about the current situation Wave sees itself in: "We [Wave] need to have sales engineers with experience selling into DOD agencies in place to take advantage of the opportunities available now and in the near future."

Federal Sales Engineer
About the Job
Federal Sales Engineer - MUST Have exposure with DoD Dept of Defense - Public Sector
Washington DC area - no relocation package

Great company, Great Team, Great Growth Opportunities, Great Stock and Benefits Plan

We are looking for (2) Sales Engineers(no quota position) . We are a leading provider of client and server software for hardware-based digital security, enabling organizations to know who is connecting to their critical IT infrastructure, protect corporate data, and strengthen the boundaries of their networks. The core products are based around the Trusted Platform Module (TPM), the industry-standard hardware security chip that is included as standard equipment on most enterprise-class PCs shipping today. A TPM is a highly secure cryptographic support system. It generates, stores and processes keys, which can be used to encrypt information and harden identities. It provides a broad range of security features, but because the TPM works independently of the operating system, it can serve as a “root of trust,” verifying the integrity of the machine and user.

Thanks, mundo.

I certainly don't mean to discourage you or your posting. I'm very happy for you and barge to be right. I just am not seeing the signs for Xbox specifically or the consumer side of the equation in general--yet.

Good day to you and keep up the Microsoft-Wave sleuthing!

matt25

Hi Mundo:
While your Windows 8 sleuthing has revealed much promise for wave due to TPM being better supported, the Xbox-Wave connection appears tenuous and even wishful speculation. I'd venture to call it barge-ian. What evidence is there that Wave has any role to play, or what wpups be the Wave business model in this scenario?
There's enough solid promise in the enterprise space, supported by SKS's own comments and many PRs, that we don't have to reach for such hopeful speculations.
matt25

AWK: I understand what you're describing is that Wave has key enabling technology that is agnostic regarding the companies that want to own the relationship with the customer, but because it is necessary and no one else does it, it will be in demand by all of these companies.

Thus, Wave would be like Qualcomm is/was for cellphone technology, benefiting by the new model and growth of secure mobile commerce in general.

I've always thought Wave makes huge coin if it's pervasive in the infrastructure. It's an infrastructure play, like Levi's selling jeans to gold miners.

Do you agree? Am I still thinking of Wave right? I hope so, because I think it's a model for a huge company and vastly wealthy early shareholders.

matt25

Unveiling to the Street

With these very optimistic and almost teasing blog postings from Wave insiders, Wave must really have a lot of confidence about what is about to occur. This really feels like the task SKS mentioned some years ago, the task of taking the company's message to the investor community, to the Street. It's a coming-out. Wave insiders like Gilder and those posting on the new Wave blog are claiming explicitly that Wave is about to take off, that its products are in demand in inner circles of government, both in US and overseas. If ever there would be the fear of being accused of touting, it would be when insiders are making leading claims like these.

All I can conclude is that they really believe it, so much they have the confidence to say it and lay themselves open to criticism if things don't happen as quickly or broadly as they are telling us.

I'll tell you, if I was short, I'd take the money and run right now, that's for sure.

matt25

Google Wallet likely launching tomorrow
http://www.washingtonpost.com/business/technology/google-wallet-likely-launching-tomorrow/2011/09/18/gIQAtdkBdK_story.html

Google Wallet Likely Launching Tomorrow
By TechCrunch.com, Sunday, September 18, 1:41 PM

Last week, Google posted an awesome teaser video for Google Wallet featuring George Costanza. The implication: Google Wallet would finally be launching soon. Now we think we know when: tomorrow.

As you can see in the above image, documentation is being sent around to partners stating a September 19 launch day. We’ve heard from others that this is accurate. And it also lines up nicely with NFC World Congress, which kicks off tomorrow in the French Riviera. Google is not listed as a speaker or exhibitor at the event, but their main partner MasterCard is the official sponsor.

Back in May when Google Wallet and Offers were initially unveiled, Google stated that field trials for Wallet would beging immediately and that an official launch would come this summer. Initial reports pointed towards a September 1 launch. Technically, summer lasts until September 22, so it looks like Google will hit their deadline with a few days to spare.

While this will be the official launch, the product itself will likely still be quite limited. The only officially compatible phone is the Nexus S 4G, which is only available on Sprint in the U.S. Google has an NFC sticker product to bring tap-and-pay to other phones, but it’s not clear if that will be ready at launch or not. Hardware to enable the payments on the merchant end is also needed. And again, MasterCard has been the only official partner on the credit card side of things so far. Perhaps Google will have more to say on that tomorrow. But the above documentation still points to PayPass-enabled Citi MasterCards as the only way to use the service for now.

It also makes sense for Google to get Wallet out there now before their next flagship Android phone, the Nexus Prime, launches next month. It too will have NFC capabilities built in and will bring the Wallet functionality to the much larger Verizon customer base.

© The Washington Post Company

So, Mundo, you believe MS will pay Wave, either for Wave's IP integrated by a licensing agreement into Windows, or for inclusion in Windows of Wave's own applications (maybe re-branded ala Dell) to do all of the TPM management functions?

Is that what you believe has been in the works for years and is about to be revealed?

Please confirm: You believe Wave is a close MS partner in Windows 8 and will be paid for its software and/or IP, and this will be made public?

This is a lovely scenario, but so optimistic, I want to be sure this is what you are saying.

matt25

Things look so promising presently, with Microsoft's BUILD event, and next week's NSA Trusted Computing Conference, that I'm weighing that promise against the risk of Greek default and generalized market mayhem as I consider increasing my stake significantly, now that I've hoarded some cash recently.

What is anyone else thinking at this point? Alea? Weby? go-kite? Anyone putting their toes in deeper now, either for a trade or a buy and hold? (We know what jermart is doing.)

matt25

Today's chart=vertical line so far. Going up. Nice to see.
The day is off to an optimistic start. Some folks clearly like something they are seeing or hearing.

matt25

barge: What you call "inconceivable" I call wishful thinking, and dot-connecting taken too far.

And now we have some here speculating Steven played dumb or coy about Chromebooks because he's under NDA! Come on. Google simply does not need us.

I hope you put a target on this post and save a link to it so you can crow about it when I'm wrong. I win either way, long as I am.

matt25

dig: Re Google Chromebook-Amen. Good post. That makes so much sense and what I've long thought. Google can do what they want themselves. The only angle that's a positive for Wave is what McWilliams points out regarding GOOG competitors who want to do what Google is doing with Chromebooks but may want to quickly strap on Wave software for TPM management so their notebooks can talk to their cloud servers securely.

matt25

brant point: Wait re: GD. Where's the evidence that they use Wave's solutions? I haven't seen that. Recently we were talking about GD working on a parallel track to Wave, but not using Wave--for example, this one:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64313608

matt25

AMD always said they'd be ready to support TPM when the time was ripe. The time seems pretty ripe now. With this info that AMD has embedded TPMs on at least some of its processors, TPM ubiquity is plausible in a reasonable chain of progress. TPM ubiquity creates the condition where Wavoid dreams of Wave's wild success are not merely conjectures of greedy fantasy, but are a realistic possible outcome of the company's efforts to create, nurture and lead the market for hardware-based security and authentication that they have so far done successfully.

Merely a reflection...

matt25

Thanks New Wave and others who answered my question about the Wave-General Dynamics dynamics. It's a mixed bag of answers, and my interest is for Wave to make a lot of money selling TPM-aware solutions and TPM management solutions. We'll see how it plays out. I wish GD would just buy and integrate the Wave solutions, like Dell does.

matt25