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A couldn't agree more with you Snackman. I would imagine that this so called competitor would not just sit on this board to get leads. Heck, they have so many places to look such as GCN.com, FCW.com, govtech and US-Cert.gov. CIO.gov and many more for Federal leads. They also can go to SC Mag, CIO, zdnet, InfoSec, SecAdministrator.com, SecurityManagement.com and so many more.
My guess is that they too have OEM partners as well as numerous VAR's to assist with lead generation.
Tampa, bottomline is that every public company needs to meet SOX, GLBA and other ISO standards. The world is Wave's oyster, all Steve has to do is snatch the stone from his first major Enterprise customer.
Hopefully it won't take him another 18 years to do so.
Keep up the good work Snackman.
Fantastic.
Doma,
The DOD is requiring all systems have TPM but have not decided to standardize on any software. This could be 1 year or a few years before they decide to move forward.
Right now they are focused on HSPD-12/PIV-2 (No current TPM requirement). As for DAR, bbigtime is correct, the way it was written Wave misses on at least 10 requirements in the RFP.
It was written for Utimaco, PointSec, WinMagic, Safeboot and possibly Credent.
The FIPS certification that must be met is 140-2.
It needs to be 140-2.
bbigtime,
I agree with your assessment of this marketplace ass well. I also see the security marketplace leaders such as EMC, MacAfee, Norton and thew rest beginning to acquire numerous smaller niche organizations.
I can only imagine when TPM/Wave begins large enterprise deployments you'll see interest peak.
It always happens... The big boys only get bigger.
Good luck.
I agree with you. For the record I have no skin in this RFP. I was just answering a question that nobody responded to.
My guess is the big winners of the 2 million seats will be: PointSec, Utimaco, Safeboot and Credent.
My personal guess is that TPM will take off within the Fed/Enterprise space when a software company can virtually deploy it without having to touch every system. It's currently too labor intensive.
We have a software (non-TPM) that can be pushed out to thousands if not tens of thousands through Alteris.
JMHO
Rachelelise,
What I hear is that the Federal Gov is mandating the OEM's like Dell, HP, CDWG and the others to include TPM in all their new systems which they purchase.
That being said, the reason most likely is that their purchasing cycles are far in between (numerous agencies still use Windows 98 & NT. They want TPM, for when they do decide to standardize on a software. When this happens you will see all the big kids on the block with their version of pre-boot & TPM software. I'm sure Wave, if they last will benefit greatly (most likely an acquisition prior the standardization).
It's great if you don't agree with me, just do me a favor and look at how long the DOD Biometric Working Group has been around (HSPD-12 is going to be the first real logical access roll out for biometrics within the fed space). Companies such as BNX, Saflink, I/O Software and Digital Persona have died or been financially devastated by all the resources they put into the space during the 90's.
Good luck...
Hello Reach567,
I'm not sure anyone has answered your question, due to the fact that it is not going to be the standard positive answer.
The answer is to your question is no. After reading the RFQ, Wave misses on about 10 or more requirements. The first question asked is do you meet the FIPS 140-2 requirement.
Mr. Levine would like disagree with me by thinking Wave can piggyback one of their partners FIPS 140-2. No can do(Shelly, no need for a nasty response).
My suggestion is that instead of listening to Shelly or Snackman you do your own due diligence by contacting NIST or reviewing the enclosed documents: http://csrc.nist.gov/publications/fips/
That being said, you don't need to be FIPS compliant to sell to enterprise customers, such as Papa Gino's.
Peace out...
I didn't say that. There is so much business out their for 5 to 10 players, and I see Wave as a player. What I really see is Wave being acquired when the timing is right by one of the big guys.
Wow, I did not know that.
I've know Dale from his WhoWhere/Lycos and Borland days.
I will need to get with him at Phoenix.
They backed away from IdentiPHI.
I think it is a great deal for Wave, any of these OEM deals are awesome. What wave needs is an excellent sales group with the proper messaging to get the Enterprise to purchase. That is where the real money lies. Also, they need to have rate integrity. The Encryption guys like Safeboot, PointSec have great rate integrity they will get 75 to 80 on a 1000 seat opportunity.
You can't bank on these Manufactures to close business for you, all they can do is open the door.
Good luck all. BTW, My Guess is 1.47M
I met with Mr. Fuller the CEO of MacAfee at the RSA show. It was very interesating to hear his take on the market and how they see themselves growing in this market. The good thing is that they usually buy compnaies to assist in their growth.
As for Phoenix, they we partners of IdentiPHI for sometime, but had a ton of turnover from the CEO down.
The interesting thing about IPHI is that they have a strong core product that is all moduler, thus they can add WinMagic, Certicom's "Suite B" Elliptic Curve Cryptography, Utimaco, Intercedes myID CMS, Infineon, Phoenix and numerous other Cards, tokens and biometrics. It is 100% interoperable. That is what the Enterprises are looking for.
Helpful,
I still believe that IdentiPHI could have a great working relationship with Wave.
Please read this article that Dell wrote on IdentiPHI, and you will see that there could be a good synergy between the two. http://www.identiphi.net/Datasheets/PowerSolutionsArticle_Identiphi.pdf
Sorry, It's NDA Stuff. You should hear about the EMEA opportunity in May when it launches.
The frustrating thing for numerous Security companies is the fact the end-user does not want anyone to know what they are using. I'm sure Wave will come across that as well.
My pleasure.
Before you get too excited, I suggest you wait to see how many Enterprise deals you have closed through Dell.
From what I hear from people at Dell... none. In all fairness Wave has done an excellent job being integrated in so many boxes. The real revenue for both Dell and Wave will be converting client based software to the Enterprise.
From all the IT people we speak with, they are not ready to commit to Wave. When you see all your competitors hitting the ground running going after you, then you will realize the game is on. I feel that will be sometime in late 2008.
This happened with the biometric industry. All the first to market companies like IO Software, BNX, Saflink all blew their funding prior to the current adoption rate.
Wave has done an excellent job staying a float to date. My only concern is when the time is right you will be competing against the RSA's, MacAfee's, Infinion's etc.
I wish you all the best, I really don't see head-to-head competition with Wave. Wave is designed for System Authentication, while IdentiPHI, ActivIdentity, GemPlus, SafNet are focused on user authentication.
Doma,
Funny you should bring up IdentiPHI. I hope I can answer your questions to your satisfaction:
1. IdentiPHI is an Enterprise solution so they are not under the gun as a software client would be under. Enterprises will not adopt VISTA Enterprise until 2008. They need all the consmers to find the bugs before they standardize.
IdentiPHI has won opportunities in the size of 78,000 seats (Auto Aftermarket Company). 225,000 seats to a top 5 US bank, 200,000+ Seats to a telephony company and numerous 2,500 to 20,000 seat opps.
2. As for TPM support. I know they just won a large integration deal in EMEA with a major Computer Manfacturer. From what I hear TPM support was a prerequisite, and they met their deadline. My guess is that they are working with Infinneon, they tried to work with Wave but it must have fallen short.
Just think if Wave would have worked with IdentiPHI, they could be bosting some very large closed Enterprise deals this afternoon.
Mundo,
I don't need to be rude but, Wave will not meet this requirement until they become FIPS 140-2 approved. The last I saw they failed.
Credant, Safeboot and Utimaco have been approved. The US Army is a big Credant fan because they were the first to receive NIST 140-2 approval. Utimaco is without question the most robust Full disk encrption software.
You friends at Dell sell a ton of Credant into the Army, not Wave. Check on line you'll see.
Utimaco just received 140-2 approval last week. They will win the majority of the Federal encryption buy's do to their robust solution. Sorry Wave, un til you are approved you will not be winning any encryption deals.
Oh, BTW you won't be winning any major Enterprise deals until your software can be deployed without having to touch every system. Do you honestly think any Enterprise wants to touch thousands of systems? No way!!!
Watchout for Infineon, they can deploy through AD.
Enclosed is the first HSPD-12 RFP of many. Please enjoy the read; no mention of TPM.
http://fs1.fbo.gov/EPSData/DOL/Synopses/9191/DOL069RP20209/RFP-DOL069RP20209v1-3lAWRENCE.doc
Wave & Identiphi positioned on Dell Federal Solutions:
http://www.dell4fed.com/solution_detail.php?si=71&cn=4
If you look at these new Piv2 & HSPD-12 RFP's they do not request TPM only user authentication and this is bad news because Dell positions Identiphi as it's user authentication suite.
I also noticed two Enterprise SKU's for Identiphi on Dell. Apollo and DR Horton:
http://search.dell.com/results.aspx?c=us&l=en&s=hea&cat=prod&cs=RC968571&k=ident...
Wave: Nothing in the Enterprise SKU's: http://search.dell.com/results.aspx?c=US&l=en&cs=rc968571&cat=snp&Pageb4Search=searc...