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WAVX: 1/4 mil shares; down 8%!! someone ASK LORD SNACKMAN IF WE'LL EVER SEE $1 AGAIN, AS SNACK WAS SO CERTAIN AT ONE POINT THAT WE'D NEVER GO DOWN TO $1 AGAIN... PRETTY PATHETIC.
SKS/callahan response: fortunately, no tragic news. nonetheless, Wave's expressing their "deep displeasure to the agency" notwithstanding, it's this type of droppin' the ball that makes a co. look like a 2-bit player, no matter what the excuse nor who's at fault.
--------------------------------------------------------------------------------
John Callahan <jcallahan@wavesys.com> Tue, Nov 15, 2005 at 12:32 PM
To: xxxx.xxxxxx@xxxx.com>
Hello xxxx. We are constantly trying to book Steven into trade show opportunities like the one yesterday. Sometimes we use the assistance of a PR agency to help us extend our reach and get visibility to broader opportunities that we would not otherwise have been aware of or had influence in getting into. We used an agency to get yesterday's opportunity and the agency made a simple booking mistake. Due to the scheduling error, Steven was scheduled to travel to Washington today to make the presentation. Luckily we were able to uncover the mistake
before he made a wasted trip. We deeply regret the mix up and have expressed our deep displeasure to the agency. We are working with the show organizers to supply all interested attendees a copy of Steven's presentation. We will also work with them to be a part of their next show speaking platform. Making public presentations is a major part of our outreach efforts and we will stay focused on these opportunities (for instance, as we are doing at the Cartes show in Paris this week).
We really, really value these public opportunities. I am sorry for any inconvenience this has caused you. With new procedures in place this, is unlikely to ever happen again. Would you like a copy of Steven's presentation?
Tue, Nov 15, 2005 at 12:10 PM
To: jcallahan@wavesys.com
Mr. Callahan,
May you tell me why Stephen Sprague did not show up yesterday to speak at the CSI 32nd Annual Computer Security Conference and Exhibition in D.C. (please see below)? I was present and, at ~4:55) they told us hat the speaker was "not available".
As a long-time WAVX shareholder, my interest is merely in
understanding why the President & CEO of Wave Systems did not show up or a scheduled session presentation without providing any explanation as to why he cancelled without any advance warning.
Thank you. Respectfully,
xxxxxxxxxxx
Trusted Computing: Empowering Computers to Protect Themselves
https://www.cmpevents.com/CSI32/a.asp?option=C&V=11&SessID=1000
Speaker: Steven Sprague (President & CEO, Wave Systems Corp.)
Time/Date: Monday (November 14, 2005) 4:45pm — 5:45pm
Track: Identity & Access Management
Presentation Format: 75-minute Session
Audience level: Intermediate
Presentation Abstract
If you lost your laptop or PDA, would you trust it to secure itself? Tens of millions of new "Trusted Computers" can now do just hat…securing themselves thanks to a revolutionary new hardware security chip. More than 100 vendors making up the Trusted Computing Group (Dell, Microsoft, Intel, Sony, Wave Systems and more) have created a hardware standard for ensuring data protection and security of computing devices. In this presentation you will learn key concepts of the Trusted Computing architecture and its implementation.
Vacationhouse, i acknowledged that anything tragic that may have precluded SKS from showing would, first, be unfortunate in a totally compassionate and understanding sense -- i put nothing before taking care of family.
that said, when committing to a speaking engagement as the paramount officer of a public company, which pays you comparably to prez & ceo's of companies generating millions of dollars in revenue, ANY CHANGE OF PLANS SHOULD, AT A MINIUMUM BE CONVEYED TO THE POTENTIAL AUDIENCE -- PROFESSIONAL BENAVIOUR IS JUST THAT: GOD FORBID, YOU DROP IN YOUR TRACKS, YOUR [PUBLIC] CO. COVERS YOUR A** AND PROTECTS ITS REPUTATION IN THE BUSINESS COMMUNITY SUCH THAT THE PUBLIC CO.'s FUTURE IS AS MINIMALLY AFFECTED AS POSSIBLE!
so, Vacationhouse, thing only thing i'm trying to stir up is, COMMON RECOGNITION AMONG ALL WHO FOLLOW THEIR INVESTMENT IN WAVX THAT SOMETHING IS WRONG -- if you'll give me SKS's email, i will kindly inquire directly with SKS as to why he left a room full of interested people (albeit, only about a headcount of ~30) hanging -- AS PEOPLE FILED OUT, A GUY EVEN ASKED IF ANYONE WOULD BE INTERESTED IN HAVING A ROUND-TABLE DISCUSSION ON THE TOPIC, to which no one responded -- people don't iike being stood-up w/o any explanation other than, after 10 minutes into the session: "the speaker is not available".
"due to an unexpected emergency, the speaker will not be able to present. he extends his apology."
is this too much to ask of a professional? an officer of a co. no less?
goinup, you have SKS's email? tia
you think i'm kiding? SKS was NO-SHOW w/o explanation at the following session he was scheduled to present @ 4:45... at 5:55 we -- those of us sitting in the DC Marriot Wardman Park Conference room "Maryland B" -- were informed that the speaker (SKS) was not available and that we should find another session to attend.
WISH I WAS - ever hopeful he's o.k. and has a good explanation -- you'd think a ~1/2 mill a year, and SKS could keep his appointments!
.... so, SNACKMAN, please tell us how this behaviour by Wave's president is IN ANY WAY ACCEPTABLE?! short of some huge revenue-generating deal being struck, this is extremely UN-PROFESSIONAL BEHAVIOUR!!! NOT EVEN A STAND-IN TO INFORM ATTENDEES WHY THEY WERE STOOD UP?!!!!!!!!!!!!!!!!!!!! VERY POOR PERFORMANCE, AND WE WONDER WHY CONFIDENCE IN WAVE IS SO LOW?
PLEASE SNACK, FILL US IN
Trusted Computing: Empowering Computers to Protect Themselves
https://www.cmpevents.com/CSI32/a.asp?option=C&V=11&SessID=1000
Speaker: Steven Sprague (President & CEO, Wave Systems Corp.)
Time/Date: Monday (November 14, 2005) 4:45pm — 5:45pm
Track: Identity & Access Management
Presentation Format: 75-minute Session
Audience level: Intermediate
Presentation Abstract
If you lost your laptop or PDA, would you trust it to secure itself? Tens of millions of new “Trusted Computers” can now do just that…securing themselves thanks to a revolutionary new hardware security chip. More than 100 vendors making up the Trusted Computing Group (Dell, Microsoft, Intel, Sony, Wave Systems and more) have created a hardware standard for ensuring data protection and security of computing devices. In this presentation you will learn key concepts of the Trusted Computing architecture and its implementation.
WAVX ALARM: SKS was NO-SHOW w/o explanation at the following session he was scheduled to present @ 4:45... at 5:55 we -- those of us sitting in the DC Marriot Wardman Park Conference room "Maryland B" -- were informed that the speaker (SKS) was not available and that we should find another session to attend.
.... so, SNACKMAN, please tell us how this behaviour by Wave's president is IN ANY WAY ACCEPTABLE?! short of some huge revenue-generating deal being struck, this is extremely UN-PROFESSIONAL BEHAVIOUR!!! NOT EVEN A STAND-IN TO INFORM ATTENDEES WHY THEY WERE STOOD UP?!!!!!!!!!!!!!!!!!!!! VERY POOR PERFORMANCE, AND WE WONDER WHY CONFIDENCE IN WAVE IS SO LOW?
PLEASE SNACK, FILL US IN
Trusted Computing: Empowering Computers to Protect Themselves
https://www.cmpevents.com/CSI32/a.asp?option=C&V=11&SessID=1000
Speaker: Steven Sprague (President & CEO, Wave Systems Corp.)
Time/Date: Monday (November 14, 2005) 4:45pm — 5:45pm
Track: Identity & Access Management
Presentation Format: 75-minute Session
Audience level: Intermediate
Presentation Abstract
If you lost your laptop or PDA, would you trust it to secure itself? Tens of millions of new “Trusted Computers” can now do just that…securing themselves thanks to a revolutionary new hardware security chip. More than 100 vendors making up the Trusted Computing Group (Dell, Microsoft, Intel, Sony, Wave Systems and more) have created a hardware standard for ensuring data protection and security of computing devices. In this presentation you will learn key concepts of the Trusted Computing architecture and its implementation.
"greater adoption of web services" ... COMING SOON TO A THEATRE NEAR YOU!
http://biz.yahoo.com/prnews/051104/sff032.html?.v=22&printer=1
Sun Facilitates Interoperability Between Java Technology and .NET Via Open Source Web Services Implementations
Friday November 4, 12:24 pm ET
Java Technology and .NET Integration Breaks Down Barriers to SOA Adoption
SANTA CLARA, Calif., Nov. 4 /PRNewswire-FirstCall/ -- Continuing to drive interoperability between its Java(TM) technology and the .NET platform, Sun Microsystems, Inc. (Nasdaq: SUNW - News) today announced it will help facilitate interoperability with the Windows Communication Foundation (WCF) via developing and distributing open source implementations of key WS*- specifications.
Once achieved, the ability to seamlessly integrate Java Enterprise Edition (Java EE) and .NET environments will help developers create applications on a diverse range of operating systems including the Solaris(TM) Operating System (OS), Windows and Linux, that can co-exist and interoperate across heterogeneous computing environments. Seamless integration will also enable greater collaboration for enterprises, by allowing them to leverage a larger ecosystem of partners in application development. Additionally, interoperability between the two platforms will help pave the way for greater adoption of web services and service-oriented architecture (SOA) -based application development by reducing the associated cost, complexity and risk.
"With heterogeneous computing environments being a fact of life in the enterprise, our customers and partners have been looking for greater interoperability between Java and .NET," said Mark Bauhaus, senior vice president, Business Integration, Application Platform and Identity, Sun Microsystems, Inc. "Today's announcement demonstrates Sun's continued commitment to open standards and community building, and is major step forward in facilitating Java and .NET interoperability. Sun is providing developers with the tools to build the next generation of Java technology-based web services and most importantly, breaking down the barriers to enable enterprises to realize the benefits of a service-oriented architecture."
Sun plans to implement WS*-specifications pertaining to SOAP-based Messaging, Metadata, Security and Quality of Service, and will make them available to the community via Sun's Glassfish project, the open source development project for Sun's Java System Application Server Platform Edition 9. Additionally, Sun will provide the Java community with tools, sample applications, and supporting materials via its integrated software system platform, the Java Enterprise System (Java ES), and through its Java Web Services Developer Pack (Java WSDP). Early access to the Java WSDP will be available in the first half of 2006.
Today's announcement builds on Sun's commitment to help enable greater interoperability between its Solaris OS and Java technologies and Windows and .NET and its interoperability efforts around Single-Sign-On (SSO) and identity. Together with other standards such as the Java Business Integration specification (JSR 208) and the Liberty Alliance, this web services interoperability effort lays the foundation for developing, deploying and managing SOA-based applications. As a result, companies will be able to leverage their existing IT investments in both Java technology and .NET through the development of composite applications, creating an IT environment that reduces interoperability challenges and fosters innovation to meets the needs of the enterprise.
More information on the Glassfish project is available at https://glassfish.dev.java.net/.
About Java Business Integration
The Java Business Integration (JBI) specification (JSR 208) defines the core of a service oriented integration bus and component architecture for SOA. It standardizes the common message routing architecture, plug-in interfaces for service engines and bindings, and a mechanism (Composite Service Description) to combine multiple services into a single executable and auditable unit of work. More information on JSR 208 is available at http://www.jcp.org/en/jsr/detail?id=208.
About the Liberty Alliance
The Liberty Alliance is an alliance of more than 150 companies, nonprofit and government organizations from around the globe. The consortium is committed to developing an open standard for federated network identity that supports all current and emerging network devices. Federated identity offers businesses, governments, employees, and consumers a more convenient and secure way to control identity information in today's digital economy, and is a key component in driving the use of e-commerce and personalized data services, as well as web-based services. Membership is open to all commercial and noncommercial organizations. More information on the Liberty Alliance is available at http://www.projectliberty.org.
About Sun Microsystems, Inc.
A singular vision -- "The Network Is The Computer"(TM) -- guides Sun in the development of technologies that power the world's most important markets. Sun's philosophy of sharing innovation and building communities is at the forefront of the next wave of computing: the Participation Age. Sun can be found in more than 100 countries and on the Web at sun.com.
Copyright 2005 Sun Microsystems, Inc. All rights reserved. Sun, Sun Microsystems, the Sun Logo, Java, Solaris, and The Network Is The Computer are trademarks, registered trademarks, or service marks of Sun Microsystems, Inc. in the United States and other countries.
For More Information:
Michelle Parkinson
Sun Microsystems, Inc.
415-294-5086
michelle.parkinson@sun.com
Contact: allpress@sun.com
Phone: 650.786.7737
--------------------------------------------------------------------------------
Source: Sun Microsystems, Inc.
WHATEVER, King Matt. I'll BE BACK... of course, i never left. Ask Snackman: prior to TPMs being implemented on a widespread basis, restricting access to and participation in truly public venues via the internet will futile. the WAVX-wizard, Snackman, will fill you in on the details upon your request.
addios amigo.
PC Makers Facing a Flop In Home Entertainment
Dell's Retreat Is Latest Sign That Consumers Still Prefer
More Traditional Offerings
By GARY MCWILLIAMS
Staff Reporter of THE WALL STREET JOURNAL
November 2, 2005; Page A1
The personal-computer industry's march into the living room is proving to be a slog.
A few years ago, the nation's Big Three PC makers charged into the market for big-screen TVs and digital cameras and music players, counting on their PC prowess to catapult them from the home office into home entertainment. They planned to exploit PC-style economics -- based on off-the-shelf components, low markups and high turnover -- to give consumers new choices and offer the big electronics retailers a lesson in low-cost selling.
But Dell Inc.'s decision this week to eliminate its stand-alone U.S. consumer unit -- following Gateway Inc.'s decision to exit the business last year -- suggests the grand experiment may never take off. Indeed, these PC giants are finding the $125 billion consumer-electronics market tough going, even as they struggle to compete with ever-lower-cost PCs. (See related article1.)
Dell's announcement on Monday that it would miss third-quarter profit and revenue forecasts and take a $450 million charge for job cuts, office closings and repair costs on a line of defective business PCs knocked its shares to a 2½-year low at one point yesterday. Dell finished down 8.3%, or $2.64, at $29.24 in 4 p.m. trading on the Nasdaq Stock Market. (See related article2).
While the consumer pullback isn't exactly a rout, it shows PC makers haven't found a winning formula for the living room. And big electronics retailers are fighting back, adding cheaper, house-brand products and accessories and offering new or improved services to appeal to higher-income consumers familiar with the big-name PC brands. Best Buy Co., for instance, launched in-home installation and repair services across the U.S. this year.
A spokesman for Dell, which sells its products directly to consumers, declined to make executives available to comment. But he said "Dell's commitment to the consumer business is unchanged, in terms of the products we plan to offer and the way we will market them." Last month, in a bid to attract affluent consumers and videogame fans, for instance, the company began selling a line of powerful, higher-margin PCs with enhanced customer support services.
Part of Dell's problem in consumer electronics is that it is running into stiff competition from large consumer-electronics retailers. Gary Balter, a Credit Suisse First Boston retailing analyst, says Best Buy and Circuit City Stores Inc. altered their strategies to go beyond price as soon as the PC competitors moved into the field. The two chains are revamping stores to sell more products in bundles, adding higher-end products and services, and tightening coordination between their online and store sales operations.
"They've made sure the customer is satisfied with the shopping experience -- on the Web, by catalog or in the stores -- and made sure they provide service afterward so they don't think about going to Dell," said Mr. Balter. He owns no shares in Dell or the electronics retailers. Credit Suisse rates Best Buy and Circuit City at "outperform." The firm has provided investment-banking services to Best Buy in the past year and securities services to Circuit City.
Dell's retreat is only the latest. Gateway jumped into big-screen TVs and, for Christmas 2002, had the best-selling model in the U.S. But it never turned a profit and couldn't win shelf space for its TVs, cameras and music players at big-name retailers. It pulled the plug on the consumer-electronics push shortly after closing its own network of retail stores.
Hewlett-Packard Co. kicked off its consumer-electronics push last year in a high-profile alliance with Apple Computer Inc., selling an HP-branded iPod music player alongside its PCs and launching its own line of flat-panel TVs. The alliance with Apple collapsed in July amid disappointing results. In addition, Hewlett-Packard has yet to crack the mass market with its TVs; instead, it is relying on small specialty dealers.
H-P started selling through regional retail chains, such as BrandsMart USA in the Southeast and Good Guys on the West Coast. An H-P spokesman said it still expects to expand its business from specialists to mass marketers. "We definitely have our eyes on the big-box guys," he said.
But starting small hasn't been a successful strategy. H-P is losing one of its bigger outlets with the impending closure of Good Guys, which will shutter all but one of its 46 stores by the end of the year. H-P says Good Guys owner CompUSA Inc. will carry its TVs in some stores.
Of course, Apple's iPod remains a knockout success. The maker of Macintosh computers now gets about 25% of its profits from sales of the digital-music player and digital songs, according to brokerage firm Needham & Co. Because the iPod requires a computer to download and store songs, it also helps Apple sell more home-computer systems. But Apple never tried to go full bore into the highly competitive market for such products as big-screen TVs. Indeed, the iPod entered a market with no established leader.
Dell says it isn't abandoning consumer markets. It will continue to sell its home PCs, digital televisions and music players by phone, online and through retail kiosks -- despite cutting an estimated 1,000 employees in the face of slowing revenue gains. For the coming holiday season, the company will have 144 retail kiosks demonstrating its PCs and TVs in shopping malls and airports. But analysts say it is clear that home PCs and consumer electronics are dragging down Dell's profit margins, and they wonder if it will hang on to the two businesses.
"Whether Dell is in or not in the TV business is not a key to its financial future," said Andrew J. Neff, a senior managing director at Bear, Stearns & Co. He believes Dell could pull out of the consumer-electronics markets if it is unable to generate enough profits to justify the investment. "If you are not going to be a major factor in the music business, why bother?" he asked.
Profit at Dell's U.S. consumer-PC operation fell 33% in its fiscal second quarter to just $98 million -- a fraction of the company's total $1.1 billion in operating profits. Dell announced earlier this week that it would combine that unit with its North and South American sales operation, which earned $750 million in the second quarter. The consolidation will help reduce costs, Mr. Neff said.
Big electronics retailers, meanwhile, are using their traditional advantage in offering a wider selection to entice consumers. "Dell may have a price advantage over Sony and Samsung" in flat-panel televisions, "but retailers have a wider variety of prices," says Michael T. Ryan, a former Circuit City merchandising executive and now a Richmond, Va., retail consultant. Dell can offer consumers a look at only four flat-panel TVs in its retail kiosks, compared with 40 at a big electronics store, he says.
In addition to offering service in its retail stores, Best Buy is opening small stand-alone Geek Squad stores in 15 U.S. locations this year. The Geek Squad, already operating out of conventional Best Buy outlets, installs big-screen TVs and makes home visits to fix computers. Circuit City has launched its own IQ Crew to provide similar in-home services.
Not only are PC makers having trouble making inroads in consumer electronics, but their home-PC businesses are facing new stresses. Consumers increasingly are turning to bare-bones models that are powerful enough for most uses but offer little profit for PC makers. Web sites that track Thanksgiving weekend sales are forecasting that discounter Wal-Mart Stores Inc. will sell a wireless-equipped notebook PC for $398 this year. Currently, the cheapest Dell notebook on the company Web site is $599.
Write to Gary McWilliams at gary.mcwilliams@wsj.com3
URL for this article:
http://online.wsj.com/article/SB113090575716186129.html
Hyperlinks in this Article:
(1) http://online.wsj.com/article/SB113084968487285132.html
(2) http://online.wsj.com/article/SB113085604110385200.html
(3) mailto:gary.mcwilliams@wsj.com
grubmaster & king matt, bring it on: "more where that came from" -- y'all may infer that i'm a reincarnation of previous aliases, but i am not.
and, please be very precise, if you may: exactly of what am i in violation?
grubmaster, give me even one hint, please
Larry, i don't even know WHY i'm in jail... 'ole Snackman sure runs a tight ship -- you in jail too larry?
yeah, Larry, of course INTC is refernced by Dell -- does Dell even use AMD processors? -- nonetheless, it IS sad that Dell's promotion of TPM equipped PCs (latitude & optiplex) does not provide clear linkage to Wave's TPM-enabling software.
Sad that the "Most Reliable Notebook and Desktop Manufacturer in North America" promotes its TPM based PCs with no mention of Wave Systems -- see links from PR below -- i know Wave's all over Dell's website. But, if you read the PR and follow directions to Dell's site, nothing Wave-related is mention; security "features" highlighted include only reference to te TPM, OrtaniumSuite etc. ...
(someone please post this on the WAVX board if possible - thanks)
Technical specifications and product information for Latitude notebooks and OptiPlex desktops can be found at www.dell.com/latitude and www.dell.com/optiplex.
October 27, 2005 10:00 AM US Eastern Timezone
Dell Recognized as Most Reliable Notebook and Desktop Manufacturer in North America
ROUND ROCK, Texas--(BUSINESS WIRE)--Oct. 27, 2005--
Frost & Sullivan CEO Choice Award Salutes Best Overall Quality, Price vs. Performance
For the second consecutive year, Frost & Sullivan has presented Dell (NASDAQ:DELL) with its CEO Choice Award for the most reliable manufacturer of notebook computers. This year, Dell also received the CEO Choice Award for the most reliable manufacturer of desktop computers in North America.
Frost & Sullivan's latest poll of company CEOs and presidents ranked Dell notebooks as most reliable by a margin of almost two to one, while Dell desktops received, in the same measurement category, more than three times as many votes as the nearest competitor.
Dell notebooks and desktops placed No. 1 in several measurement categories, including overall quality and price vs. performance. Dell also took the top spot in notebook customer service, receiving four times the number of votes as the nearest competitor.
"These results indicate the preference of the leaders of the professional world using, as well as recommending, Dell notebook and desktop computers," said Katerina Konstantinou, research executive, Frost & Sullivan. "The 2005 CEO Choice Awards recognize the company's commitment to quality, reliability, performance and customer service at a reasonable price."
Frost & Sullivan, a leading growth consulting and market research company, conducted its most recent CEO Choice Mobile Computing and Personal Computing Surveys in early 2005. The surveys assess preferences, views and opinions on a range of performance characteristics in mobile and personal computing.
About Dell Enterprise Client Products
Dell offers a comprehensive portfolio of enterprise client products addressing a full range of business requirements and customer usage models. These systems -- from the sleek 2.5-pound(1) Latitude X1 notebook to the next-generation OptiPlex GX620 desktop -- integrate some of the latest technologies to deliver outstanding performance, reliability and security.
Dell adheres to stringent quality and reliability levels. For example, computer systems under development undergo thousands of hours of testing to validate designs that help protect against a variety of bumps, drops and shakes, temperature extremes and even liquid spills on keyboards.
Technical specifications and product information for Latitude notebooks and OptiPlex desktops can be found at www.dell.com/latitude and www.dell.com/optiplex.
About Frost & Sullivan
Frost & Sullivan, a global growth consulting company, has been partnering with clients to support the development of innovative strategies for more than 40 years. The company's industry expertise integrates growth consulting, growth partnership services and corporate management training to identify and develop opportunities. Frost & Sullivan serves an extensive clientele that includes Global 1000 companies, emerging companies and the investment community by providing comprehensive industry coverage that reflects a unique global perspective and combines an ongoing analysis of markets, technologies, econometrics and demographics. For more information, visit www.frost.com.
About Dell
Dell Inc. (NASDAQ:DELL) is a trusted and diversified information-technology supplier and partner, and sells a comprehensive portfolio of products and services directly to customers worldwide. Dell, recognized by Fortune magazine as America's most admired company and No. 3 globally, designs, builds and delivers innovative, tailored systems that provide customers with exceptional value. Company revenue for the last year was $52.8 billion. For more information about Dell and its products and services, visit www.dell.com.
(1) Weights vary based on configuration and manufacturing variability.
Dell is a trademark of Dell Inc.
Dell disclaims any proprietary interest in the marks and names of others.
King Matt, what's wrong with me [on WAVX]? please re-activate my posting privelages, or e-mail me at jmm1112@gmail.com
Thanks
What did I do wrong, in order to be "evicted" from the WAVX board? please email me at jmm1112@gmail.com. thank jou.
greg, the de-listing notice: is today the deadline, which sets the clock running for a 30 or 60 day probation within which $1+ comppliance must be met for, is it 10 consecutive trading-day closes at a buck or more?
IP - intellectual property - may be manifested in many ways ... software may be but one componant of a specific type of transaction or process for which an entity holds a patent.
so, to answer your question, no, i'm NOT using the term "IP" to mean "software" or anything alse but what it is. i leave it to the lawyers -- who profit rather handsomely in this regard -- to interpret applicability, infringement etc.
rachel, very simply, remove the patents and what remains as leverage at the negotiating table?! as SKS stated, he doesn't want to "hit 'em over the head with patents" -- it about parlaying the patents into a commercial application!
"patent positioning is a technique to introduce risk or shift the conversation to a different set of analytics."
PRECISELY MY POINT: when discussing Wave's prototype applications and/or services with potential "customers", i don't think converstions directly address IP issues -- i suspect most converstions [with potential "customers"] are squarely focused on how those applications and/or services may be monetized mmost effectively -- BUT I'M CERTAIN THAT THOSE "customers" WOULD NOT ENGAGE WITH AND POTENTIALLY PAY WAVE FOR SOMETHING THAT THEY COULD COPY AND USE WITHOUT CONSEQUENCE -- far as i'm concerned, the patents are the big stick in the background providing for silent leverage.
Vader, time's aparently on our side at the moment; it's just too bad this world's so inextricably linked to Microsoft's every move, such that much of the potential market for Wave-related applications & services won't materialize UNTIL MS VISTA IS WIDELY ADOPTED...
though it's disappointing to me [acknowldging my irrelevance to the world at large] that materialization of Wave's financial success(es) is beholden to MS's schedule, it is the world we're in and i applaud Wave's ever innovative ways to maintain relevance in a world wherein people chided SKS & Co. as a "solution looking for a problem".
precisely 'beaux: Wave's not a service-provider; Wave DEVELOPS the services, the IP for which others license in order to become an en masse service-provider ....
dig, i think were talking the same language, from slightly different angles -- i defer in that our debate isn't pivotal to Wave's potential success(es)
thanks dig. my perspective on Wave's approach is that it's more analogous to a Rambus (RMBS) or a Xilinx (XLNX), in that they forever work to develop or "invent" useful applications (i.e., services) that rely on the IP-holding company's patents.
When Wave developed the working "back-office" prototype with Hitachi years ago, do you think Wave wanted to get in the business of operating server-farms managing worldwide "back-office" transactions?... of course not.
not to bore you with repetition, but the working-prototype, proof-of-concept stuff is for nothing if not for enticing the worldwide gorillas (barge, did i say versecure?) to license the IP .... i stand by my opinion: Wave's "SmartConnect(TM) web-services" weaves into Wave's strategy much in the same way all those "new" Wave-related products that proliferated on Dell's website recently -- build the application "product"-prototype, thereby proving the concept can be made an "off-the-shelf" product AND THE WIDGET-RACE BEGINS
"Wave's SmartConnect(TM) web-services" - yes, but one "service" for which Wave is asserting "ownership" ... HOWEVER, is it Wave's aim to be a "service" provider ANY MORE THAN WAVE WANTS TO FABRICATE CHIPS?! of course not.
unless i'm missing something, isn't Wave doing all it can to usher in the "web-services" as quickly as possible -- by example and through evangelizing -- in order to capitalize as much as possible on its IP before it expires?
Weby: "A new server product that ties major clients to Wave" - please suggest who these "major clients" are. feel free to extrapolate and speculate from the PR. recognize, however, that not one "major client" associated with a la mode has yet made publically known even a Papa Gino's like adoption of Wave products.
dig, "what else can one ask for?" - ONE can ask for a management team that agressively pursues financing relationships that buttress a thriving IP-related venture, which attracts leading scientists and engineers ...
don't get me wrong: Wave's positioned itself pretty well in terms of the TCG framework; however, SKS & Co., for all their enthusiuasm and good-natured friendliness, are not cut of the same cloth as charismatic, compelling tech-world icons like jobs (apple) or ellison (oracle) etc., who generate passion in others for their vision.
as promising as Wave's future has looked for so many years (5+), including very considerable funding, ONE has to wonder what peices of the puzzle have been absent, which may have allowed Wave to blossom?
rooster, Broadcom & TCG: if only Broadcom would qualify how its products weave into the TCG environment... and FYI, unless i missed some prior post to this effect, TCG's website has apparently been revamped in a big way: https://www.trustedcomputinggroup.org/home
Broadcom Announces New Security Processors That Combine Protocol Processing, Cryptographic Acceleration, and Hardware-Based Identity Management and Authentication in a Single-Chip Design
Monday October 24, 8:15 am ET
New CryptoNetX(TM) Product Family Integrates Next-Generation Security Features to Optimize Network Security and Performance
IRVINE, Calif., Oct. 24 /PRNewswire-FirstCall/ -- Broadcom Corporation (Nasdaq: BRCM - News), a global leader in wired and wireless broadband communications semiconductors, today announced its next-generation line of security processors that combine IP Security (IPSec) and Secure Sockets Layer (SSL) protocol processing, cryptographic acceleration, and hardware-based identity management and authentication into a single-chip solution. By incorporating this level of advanced functionality into a single-chip design, Broadcom's new highly integrated security "protocol" processors can be utilized for applications such as enterprise routing and e-commerce transactions and are optimized for SSL-based appliances, firewall appliances, and mid- to high-end virtual private networks (VPNs).
IT professionals are constantly coping with ever-increasing instances of system hacking, identity theft and virus attacks to their enterprise networks. Increases in telecommuting and remote network use are boosting the demand for more secure connections from the home or remote locations to the enterprise. As the workforce becomes more distributed, corporations are searching for stronger methods of protecting their networks and users from attack, hence the growing requirement for stronger security.
Security protocol processing and BroadSAFE(TM), Broadcom's hardware-based identity management and authentication technology are crucial elements for conducting secure and authenticated Internet transactions that protect users' assets in commonplace consumer activities such as online banking and e-commerce transactions. Broadcom® BroadSAFE technology enables OEMs to build Federal Information Processing Standards (FIPS)-certified systems with strong key management and identity management functionality, while significantly reducing the cost of traditional security implementations.
"Broadcom's new CryptoNetX(TM) security protocol processors, with increased performance, functionality and versatility, enable our customers to integrate security into their existing networks in a way that is more secure, simple, scalable and cost-effective," said Joe Wallace, Senior Director of Broadcom's Security Line of Business. "Broadcom's latest product offerings provide strong network security without a trade-off in performance, reinforcing our commitment to satisfy our customers' present and future security processing requirements."
New Security Protocol Processors Boost System Performance
Announced today are three new security protocol processors (the BCM5860, BCM5861 and BCM5862) that include either PCI-X® or PCI Express® host bus architectures. Each of these new chips provides high-performance cryptographic acceleration and the ability to offload a significant amount of security processing functions from the host processor, resulting in higher performance and optimal CPU utilization. The BroadSAFE technology included in each chip provides secure key storage and usage functionality which is essential to guard against hacking, identity theft and virus attacks on enterprise networks. This functionality eliminates the need to have a dedicated hardware security module in each client device and, therefore, can reduce the cost of complying with the FIPS standard to nearly nothing.
"Broadcom has taken a great leap forward with its new security protocol processors," said Linley Gwennap, principal analyst of The Linley Group. "With IPSec protocol processing, SSL record layer processing, and BroadSAFE, these products address the growing need for stronger security without impacting network performance. The performance of the BCM586x products hits the sweet spot of the market today, making them strong choices for most customers."
These newly announced security processors provide a significant performance and security advantages over standard cryptographic processors due to their ability to support advanced protocol processing and their BroadSAFE functionality. The performance can reach up to 2 Gigabits per second (Gbps) of IPSec protocol processing and 14,000 RSA transactions per second. The CryptoNetX security protocol processors offer direct handling of IPv4 and IPv6 packets in IPSec applications, as well as SSL record processing support. As a result, they can be seamlessly integrated into customer VPN and SSL applications.
Availability
Broadcom's new CryptoNetX security protocol processors consist of three products ranging from medium to high performance and are available in PCI-X or PCI Express interfaces. The products include:
* BCM5860 (500 Mbps, 4,600 RSA transactions per second)
* BCM5861 (1 Gbps, 7,000 RSA transactions per second)
* BCM5862 (2 Gbps, 14,000 RSA transactions per second).
All three security processors are available in 400-pin PBGA packages and are currently sampling to early access customers. Product pricing is available upon request.
About Broadcom
Broadcom Corporation is a global leader in wired and wireless broadband communications semiconductors. Our products enable the convergence of high-speed data, high definition video, voice and audio at home, in the office and on the go. Broadcom provides manufacturers of computing and networking equipment, digital entertainment and broadband access products, and mobile devices with the industry's broadest portfolio of state-of-the-art system-on-a-chip and software solutions. These solutions support our core mission: Connecting everything®.
Broadcom is one of the world's largest fabless semiconductor companies, with annual revenue of more than $2 billion. The company is headquartered in Irvine, Calif., with offices and research facilities in North America, Asia and Europe. Broadcom may be contacted at 1-949-450-8700 or at www.broadcom.com.
Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
All statements included or incorporated by reference in this release, other than statements or characterizations of historical fact, are forward-looking statements. These forward-looking statements are based on our current expectations, estimates and projections about our industry and business, management's beliefs, and certain assumptions made by us, all of which are subject to change. Forward-looking statements can often be identified by words such as "anticipates," "expects," "intends," "plans," "predicts," "believes," "seeks," "estimates," "may," "will," "should," "would," "could," "potential," "continue," "ongoing," similar expressions, and variations or negatives of these words. These forward-looking statements are not guarantees of future results and are subject to risks, uncertainties and assumptions that could cause our actual results to differ materially and adversely from those expressed in any forward-looking statement.
Important factors that may cause such a difference for Broadcom in connection with the CryptoNetX security processor products include, but are not limited to, general economic and political conditions and specific conditions in the markets we address, including the volatility in the technology sector and semiconductor industry, trends in the broadband communications markets in various geographic regions, and possible disruption in commercial activities related to terrorist activity or armed conflict in the United States and other locations; the rate at which our present and future customers and end-users adopt Broadcom's technologies and products in the markets for enterprise networking applications; delays in the adoption and acceptance of industry standards in those markets; our ability to scale our operations in response to changes in demand for our existing products and services or demand for new products requested by our customers; intellectual property disputes and customer indemnification claims and other types of litigation risk; the timing, rescheduling or cancellation of significant customer orders and our ability, as well as the ability of our customers, to manage inventory; our ability to retain, recruit and hire key executives, technical personnel and other employees in the positions and numbers, with the experience and capabilities, and at the compensation levels needed to implement our business and product plans; our ability to timely and accurately predict market requirements and evolving industry standards and to identify opportunities in new markets; our ability to specify, develop or acquire, complete, introduce, market and transition to volume production new products and technologies in a cost-effective and timely manner; the gain or loss of a key customer, design win or order; competitive pressures and other factors such as the qualification, availability and pricing of competing products and technologies and the resulting effects on sales and pricing of our products; the timing of customer-industry qualification and certification of our products and the risks of non-qualification or non-certification; changes in our product or customer mix; the volume of our product sales and pricing concessions on volume sales; the availability and pricing of third party semiconductor foundry and assembly capacity and raw materials; fluctuations in the manufacturing yields of our third party semiconductor foundries and other problems or delays in the fabrication, assembly, testing or delivery of our products; the risks of producing products with new suppliers and at new fabrication and assembly facilities; the effects of new and emerging technologies; problems or delays that we may face in shifting our products to smaller geometry process technologies and in achieving higher levels of design integration; the quality of our products and any remediation costs; the effectiveness of our expense and product cost control and reduction efforts; the risks and uncertainties associated with our international operations, particularly in light of recent events; the effects of natural disasters, public health emergencies, international conflicts and other events beyond our control; the level of orders received that can be shipped in a fiscal quarter; and other factors.
Our Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q, recent Current Reports on Form 8-K, and other Securities and Exchange Commission filings discuss the foregoing risks as well as other important risk factors that could contribute to such differences or otherwise affect our business, results of operations and financial condition. The forward-looking statements in this release speak only as of this date. We undertake no obligation to revise or update publicly any forward-looking statement for any reason.
Broadcom®, the pulse logo, Connecting everything®, the Connecting everything logo, BroadSAFE(TM) and CryptoNetX(TM) are among the trademarks of Broadcom Corporation and/or its affiliates in the United States, certain other countries and/or the EU. PCI-X® and PCI Express® are trademarks of PCI-SIG Corporation. Any other trademarks or trade names mentioned are the property of their respective owners.
Broadcom Trade Press Contact
Mike He
Public Relations Manager
408-922-8083
mhe@broadcom.com
Broadcom Investor Relations Contact
T. Peter Andrew
Sr. Director, Investor Relations
949-926-5663
andrewtp@broadcom.com
Broadcom Technical Contact
Gary McCulley
Product Line Manager
480-753-2291
mcculley@broadcom.com
--------------------------------------------------------------------------------
Source: Broadcom Corporation; BRCM Enterprise Networking
dig: "quotes from previous customers" - LET'S HOPE THEY'RE ONGOING AND VITAL CUSTOMERS; OTHERWISE, THE QUOTES DON'T MEAN SQUAT.
today's PR: great that Wave has many ducks in a row -- i.e., its "tools-offering", which is apparently poised to be widely adopted, potentially .... BUT, wouldn't be nice, IF, ONE OF THESE DAYS SOON, Wave would kick out a PR that announces a new "tool", such as today's SmartSignature Server(TM), WHICH INCLUDES AN ORDER FOR, SAY, 15,000 SUCH SERVERS (over the next 3-4 years), ONE FOR EACH OF RE/MAX'S GLOBAL LOCATIONS:
www.remax.com
The RE/MAX franchise network is a global real estate system of franchisee owned and operated offices and their affiliated independent professionals. RE/MAX affiliates lead the industry in professional designations, experience and production.
so, no compliant. just anxious for results.
"time before TPM-based solution is widely adopted." -- don'r get me wrong: as much as anyone, if not more so, I want to see TPMs proliferate like bunnies.
however, please consider that, while TPMs are getting "plugged in" to all things trusted-computing in a huge way, Wave's TPM software for "activation/configuration" is a stop=-gap revenue stream for Wave to survive financially and demonstrate its niche role in advancing the TPM-based, worldwide blanketing phenomenon.
I HOPE ONLY THAT THERE'S WIDESPREAD, INDUSTRY-WIDE-CONFIRMED UNERSTANDING AND ACKNOWLEDGEMENT OF WAVE'S POTENTIALY YNCHPIN POSITION REGARDING IP-PROTECTED, TPM-BASED DIGITAL-DISRIBUTION ON CONTENT....
POINT BEING THAT, if there's not INDUSTRY-WIDE-CONFIRMED validation of Wave's IP preeminance, such that Microsoft & co. can't circumvent Wave's IP UNTIL expiration of Wave's IP patents, I think WAVX's is dead in the water!!!!!!!!!!
"In order to implement these new technologies banks must use Windows-based ATMs, which Diebold launched only two years ago. Given that Diebold promises customers an 18-year life for their ATMs, according to Bonilla, it can be expected to take some time before the TPM-based solution is widely adopted."
Posted by: vickers2
In reply to: None Date:10/23/2005 1:37:29 PM
Post # 98861 of 98892
Recent TPM mention by Diebold (bolded below)
http://www.diebold.com/whatsnews/inthenews/labiometrics.htm
Biometrics at forefront of Diebold's LatAm offerings
From the October 14, 2005 edition of Business News Americas
By Scott Sadowsky
US banking equipment supplier Diebold (NYSE: DBD) is introducing increasingly more biometric and other high-tech systems into the Latin American financial sector, said Diebold Colombia marketing and communications director Paula Bonilla.
Diebold has been offering biometric technology for over five years, beginning with a system implemented throughout Colombia to verify the identity of retirees picking up their pensions.
But the highlight of Diebold's offerings is its biometric solution for ATMs. The main obstacle to the use of this technology has been the lack of standardization among different biometric devices, a problem Diebold has tackled with proprietary middleware.
"Biometric algorithms vary from brand to brand, so what Diebold did was create middleware that runs on its Agilis platform to allow clients to implement whatever technology they choose - they are not obligated to use biometric devices from a specific provider," Bonilla told BNamericas.
Whereas most biometric identification systems merely generate readings, such as those used by police agencies, the Diebold software also performs identity verification, which greatly reduces processing time. Users first identify themselves using a number or code, and then the biometric data gathered by the ATM is compared to data that the bank has already collected on the customer.
Diebold recently finished a small test run of its biometric ATMs in Chile, and "the pilot units passed the test successfully," said Bonilla.
However, the mass implementation of these systems is not without obstacles.
"Latin American banks are in general somewhat conservative. They don't want to implement anything they fear might be poorly received by customers, and biometric technology can make people feel invaded to a certain extent. It's going to require a cultural and educational process," said Bonilla.
Diebold has also attacked the security issue from the hardware standpoint. "In conjunction with Intel we have designed a security device specifically for ATMs based on its Trusted Platform Module. No one else has it," said Bonilla.
In order to implement these new technologies banks must use Windows-based ATMs, which Diebold launched only two years ago. Given that Diebold promises customers an 18-year life for their ATMs, according to Bonilla, it can be expected to take some time before the TPM-based solution is widely adopted.
OTHER TECHNOLOGIES
Among Diebold's other new offers is the IM-500 module for ATMs. "It includes a thermal printer, an MICR reader, a barcode reader that lets users pay bills, a magnetic strip verification system, a smart card reader and writer and a scanner that can record both sides of documents. It has been installed in hundreds of thousands of ATMs in Brazil," added Bonilla.
Also, for small towns and rural areas without banks Diebold has developed a special banking terminal. "It's connected to a bank, but it's also a terminal for the corner store or small supermarket in which it's installed, allowing people to perform almost every type of banking transaction," she said.
Jaybeaux, "It really isn't anything good." -- in fact, when it operates properly, it'll be just fine, as it will weave directly into the trusted-computing environment... NO TPM IDENTIFIER, NO ACCESS TO BofA NETWORK!
rooster, BofA's solution is right up TCG's alley -- "SiteKey is able to recognize when a Bank of America account is being accessed via an unknown computer." -- ... looks like an "unknown computer" will eventually (soon?) become a foresaken island
RWK! "given their business and the size of the contract" - are you kidding me?! it's precisely "their business" in which TPMs are most needed, as evidenced in the US FDIC report, AND of what relevance to TPMs or non-TPMs is the "size of the contract"? simply put, RWK, "their business" is BANKING AND THAT'S THE VERY REASON Dell would tell them about TPMs .... JUST WHO DO YOU THINK Dell's gonna be meeting with when they and their Alliance Partners take their european vacation?!
RWK, "don't be the "last one" to buy a non-trusted-computers", per SKS's advisement ... you think Bank of Montreal is aware of this?
The Dell Tolls for Intel
By Bill Snyder
TheStreet.com Staff Reporter
10/19/2005 1:56 PM EDT
URL: http://www.thestreet.com/tech/billsnyder/10248253.html
>> Dell's transition "from a volume strategy to a profit/high-end strategy" -- high-end strategy? does this imply multimedia/gaming PCs? plasma TVs? digital entertainment of all shapes and sizes? wherein TPMs are employed in order to manage secure distribution of digital content?... it's sure looking that way [to me], and more and more in the zone of Wave's
sweet spot, no?
If anyone at Intel's (INTC:Nasdaq) corporate headquarters in Santa Clara, Calif., was inclined to play the blame game for its uninspiring third-quarter report, thy might point a finger to one of its best customers -- Dell (DELL:Nasdaq) .
The giant PC maker, says Citigroup analyst Glen Yeung, is probably the company responsible for much of the $100 million inventory buildup that pushed Intel's fourth-quarter revenue guidance below expectations.
"We cannot help but conclude that Intel was misled by over-ordering from a small number of their major customers, likely for high-end chipsets and microprocessors. We believe the principal culprit for this excess ordering is Dell as they transition from a volume strategy to a profit/high-end strategy," Yeung wrote in a note to clients. Citigroup has an investment banking relationship with Intel.
Although $100 million is a small number for a company as large as
Intel -- CFO Andy Bryant points out that it represents just two days of semiconductor shipments -- the market is focused on the build and the relatively weak revenue guidance for the crucial fourth quarter. In recent trading, shares were off 49 cents, or 2%, to $23.23.
Record third-quarter sales, news that the company expects a sharp jump in gross margins during the fourth quarter and a strong new product pipeline are, for now, very much in the background.
"The numbers were not all that bad, but semiconductor investors look at momentum," says Sunil Reddy, a senior portfolio manager with Fifth Third Asset Management, which has a position in Intel and manages $21 billion in assets. Although the stock is trading at a low valuation, there are a host of factors prompting investors to wait before buying
back in: the weak guidance, the approach of the seasonally slow first
quarter and macro concerns over interest rates and the health of the
economy. "I don't see an immediate catalyst for the stock," he says.
In the earnings report delivered late Tuesday, Intel said
fourth-quarter sales will likely range from $10.2 billion to $10.8
billion. At the $10.5 billion midpoint, that represents sequential
growth of 5%, "materially less than the company's 11-year average
growth rate [in the December quarter] of 11%," says Prudential analyst
Mark Lipacis, whose company does not have an investment banking
relationship with Intel. Analysts were expecting growth of about 8%,
to $10.7 billion in sales, according to Thomson First Call.
Intel's share price is generally tied to gross margins, so with the
company saying margins will jump to around 63% in the fourth quarter
you'd think investors would be happy. But Lipacis notes that the
company's margins have ranged from 49% to 62% over 11 years, with an
average of 56%. Wall Street, it seems, believes that margins are
peaking, and the likely move in the future is down.
There is, however, another take on margins. Intel is moving its
production to a new process called 65-nanometer, which allows it to
build more chips with the same amount of silicon because the
transistors are closer together than the current 90-nanometer process
allows. As a result, unit costs drop and margins go up.
Intel is targeting a 25% decrease in unit costs from 2004 to 2006, and
is currently ahead of schedule on that plan, Bryant said during
Tuesday's conference call.
Not everyone is buying the bear case on Intel. One manager, who spoke
privately, is planning to buy shares today. "Sure, the market would
like it if Intel raised guidance -- but then they'd spend the next 89
days worrying if they can achieve it. These numbers are achievable and
that lowers the risk," he said. Also reducing the risk is the downward
movement of the stock and changes in EPS estimates, which have lowered
Intel's forward P/E 14 times forward earnings estimates.
What's more, Intel is now shipping dual-core processors, and will ship
many more in 2006. And that, said the manager, will help close the
technology gap with its major rival, Advanced Micro Devices
(AMD:Nasdaq) .
Still, Intel is vulnerable to shifts in the economy that could slow
the expected growth in PC sales. In discussing margins, Bryant was
careful to note that he has to "keep the factories full." If buyers
take a holiday, all bets are off.
gowave, Gino's PR is clearly NOT about the magnitude of revenue generated -- the PRs significance is in that Dell spent its PR cash to highlight Wave's involvement .... is that NOT significant?!
sure, the Comedy Club "deal" was essentially a bad joke.
is international exposure stemming from a Dell-endorsement of Wave's solutions analagous?
24601, duly noted - i too am a non-expert. however, i think that, generally, to the extent that there is certain "material" information that affects the financial standing of a public company, such a public company is required to inform the public, of which its shareholders are a part, no?
Blue, rest assured that if the "hundreds maybe thousands of these enterprise adoptions in the works" included Wave products, Wave would be remiss AND REPORTED TO THE SEC for NOT issuing PRs regarding actions that materially affect the co.
thanks barge. however, i diverge on your "stealth" characterization: Versecure and the Metering Applet are merely peices in the finely crafted puzzle; i don't see why either would be promoted in of itself but, rather, i think they may be referred to in a more broad PR regarding a some sort of revenue generating deal ...
actually Ramsey, believe what you wish. I know it's a purchase order, with intention to incorprate Dell/Wave equipment throughout the Gino's enetrprise over time .... call it what you will, but trust me on this: Dell's NOT doing it for free AND Wave will be compensated for the products it provides.