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Thank you Awk... I may have misunderstood, but do you think that Dell will still bundle the 2.1 ETS Lite with its enterprise PC's or will the 3.0 ETS be the choice now. From the 8k it doesn't appear to be real clear what the ETS 3.0 will be bundled on. Any light you can shed would be great because I believe that this is a grey area. Thanks for all your past posts.
Genz2
Waverider - I'll take the $3 to $5 straight up because it sounds like this is the upgrade. But there are still probably 10 million plus Dell machines that need to be upgraded...
Doma - That makes sense. And if that is the case I think Awk said the royalty should fall somewhere between $1 ETS Lite royalty and the $7 (the original 3.0 ETS package that was with the encrypted drive) It would seem that a new royalty falling in this range on many Dell PC's would certainly help Wave. No???
Doma- Unless its a mistake it sounds like the ETS 3.0 comes with all the other options now since they don't mention it on the encrypted drive choice. I hope thats what happened. ICBW... Wouldn't that mean potentially decent revenues for Wave if the royalty is decent????? I guess maybe I'm not sure what you are saying this means. Thank you for pointing this out.
Genz2
Doma-
Is the 3.0 replacement version a lite version upgrade or the full suite that any enterprise who purchases could use without having to upgrade? I hope I'm making sense. And does the 3.0 version now go with all the Dell business PCs? It would be interesting to know what that royalty is????????
TIA
Dell Ads...
I thought this was interesting. Last night, during the political shows on MSNBC there was a Dell Ad. What I thought made it interesting was that it was a Dell enterprise ad and it was in the Font the Most Secure Laptop that was in USA Today. I almost thought it was our ad. Hopefully we are getting closer.
Probably not. Would be nice though. I think its heartening to know the kind of push Dell is putting forth week in and week out.
Thanks bibi ranch...
Is that million? I'm not sure what the mio stands for.
Thanks Wavedoctor...
Can't miss that ad. It would be interesting to know what the Sunday New York Times circulation is. I have no idea. Thanks again.
Barge...one more thing...
I don't think it was ever figured out but did Apple TV have a TPM in it. If XBOX 360 has one I would think the Apple TV would have had one in it. I'm sure there are many mysteries out there in Waveland; thanks for coming back.
Genz2
Barge...Glad to have you back...
Didn't the Apple PC with Intel processors have TPM's in them??
Iphone and security....
I read an article some time ago about Iphone and security. It was dated Oct. 17, 2007 (Marketwatch) If Iphone is going to have great security, I wonder how the other makers Nokia, Samsung are going to provide the same:). It would seem that Wave would be in the mix here at some point. We've already talked about ARM at length here and I thought this was a pretty interesting article and not sure if it had been posted.
In the article, Jobs said it would take that long to make the kit (software development kit) available because Apple wants to "provide an advanced and open platform to developers while at the same time protect iPhone users from viruses, malware and privacy attacks."
Jobs said that Apple would make a software development kit available sometime in February for developers to write programs for the Iphone.
Chance...
I see your point but a 150 million dollar price tag on Wave is way too low IMO. I'm sure others will chime in.
Hi Ispro - Is there an English translation? Or is that meant for the German speaking Wavoids. TIA.
Maynard- Don't worry...
You are not the only one without a life:) Thanks Cooler.
Re: Washburn Communications I'm sure probably everyone thought of this or else put it in a post that I already missed. Instant erase reusable hard drives... Back to lurking, thanks Doma and Helpful...
Dell will sell computers at Best Buy. See link below.
Staples, Walmart and Best Buy. Wonder if we'll ever see any 'consumer' encrypted pcs.... Probably 2009. Still nice to see Dell getting the brand out there.
http://money.cnn.com/news/newsfeeds/articles/newstex/AFX-0013-21488471.htm
Thank you for the reply. Its been an interesting journey so far to say the least. Hopefully the journey ahead has bright days.
Weets-
You indicated that you thought that the Dell/Seagate marketing would start after FI on encrypted Latitudes. Any idea when that will start. As we approach The New Year and continued tax selling it would seem that Wave should be doing something to help the price stay above $1. Any thoughts would be appreciated. TIA
CM thank you for your most recent post....I was wondering this. A shareholder just recently indicated that Dell needed a business ID number or other identification for them to order an encrypted Latitude. If someone is ordering on-line now (do they have to provide that info.) I guess what I'm getting at is it easier or more convenient to order on-line????
Thanks Weets!!
Weets- What does FI stand for? I'm not sure why you are excited about it?
JKIRK57 - Thanks for your posts. I especially like the one were SKS makes a showing in the Intel Blog. I found that to be very interesting and hopefully we hear more about it. Thanks again,
Genz2
60 Minutes...
There was one person interviewed I believe who was asked what will it take to prevent these kinds of things from happening and I believe he said it would be for MasterCard and Visa to prevent the merchant from having or storing the customers' data. This is just what SKS is talking about in the previous article I posted. How far this is away is anybody's guess.
This was a very interesting piece.
Someone had a post on the board awhile ago which I believe is applicable: DigitalTransactionsNews: FDC's Authentication Play Sets It Up for Contactless and M-Commerce. At the end of the article SKS is quoted. The article was dated April 5, 2007. Hopefully the link works:
http://www.digitaltransactions.net/newsstory.cfm?newsid=1303
Did anyone watch 60 minutes?
SKS response to shareholder....
This is the message that I sent to SKS and his reply was for any shareholder so I thought I'd share his message with the board.
Here is my message:
Steven,
It was nice to see some of the companies that closed outlined in the CC (transcript). Thank you for sharing that. I do have one question. I think the Wavoids (myself included) have helped to support the share price over the course of the last few years and you had mentioned that our next notebook pc purchase should be an encrypted one. Is there anything else that I (we) can do as a shareholder(s) to help the cause? Hope all is well.
Here is a message received from SKS:
I would suggest to any share holder the following step to help Wave
1. Make sure IT knows that they can buy a pc with integrated data protection in the form of a Seagate FDE drive. That the drive is high performance encryption, very secure, and easy to manage. That the drive can be managed by Wave and that we have a server that will enable the organization to prove any lost laptop was encrypted.
2. Make sure that IT knows that TPMs can be used to help any enterprise increase their secure authentication and for more information visit Wave, call us and or talk to your dell rep. The integrated security of a TPM can dramatically help any enterprise secure their machines.
3. With a growing installed base of machines that have the Wave Client the market potential of upgrades is increasing every day. We are seeing engagement “finally” and the 17 million units out there represent a growing opportunity for Wave upgrades. It is definitely time to look at Wave again.
4. Dell, Seagate, Intel, and others Key milestones over the next few months. Progress happens almost daily you can feel it.
a. Broader availability of machines and drives as roll out continues
b. Broader market awareness (Both good coverage by industry and promotion by Wave and partners)
c. Continued enterprise orders of machines with drives
d. Continued evolution of demand globally driven by data protection laws and regulations.
5. It has taken a long time but the market is developing the company is very focused on growth and looking forward, our partners are driving growth and only looking forward, our investors should focus on volume, on growth and look forward, The market will see the results.
Thanks for the note
Have a good weekend
Steven
His reply was sent Saturday evening so its nice to see his dedication.
Wavxmaster - There is definately some things to be able to sink our teeth into this time around. If UBS is getting into the encryption mix one has to wonder who else is as well. Hopefully good times ahead... Genz2
Chance to See - Thank you... I've been checking over at Seeking Alpha every day and I'm glad you did this. Its much appreciated.
Doma- edited message
I thought I saw an article about the Latitude 430 and it came optionally with the encrypted drive back in July. (Of course the option wasn't available right then.) Maybe that article was incorrect?
It was posted by Kailito1 and message #147181.
Goepling - I just wanted to say Thank you for your posts as of late. I'm sure there are many others who really appreciate your efforts as well. Thanks again.
Genz2
Thank you very much Cosign. One can only wonder what the next piece of marketing information is after this. This article made it's point very well.
Thanks again.
I thought the comments on the Business Week article were interesting. Does anyone know how many subscribers there are to Business Week or how many of the magazines are sold? Just wondering.
Thank you May1sep2... I really only saw Inspriron. It would be nice to see The Latitude (wishful thinking) or the Precision. They are business computers. Thanks again and hope you have a great weekend.
Genz2
Harddrives per quarter...
I think Seagate shipped 29 million harddrives last quarter and 7.9 million for notebooks.
No problem. EOM
Gokite- Was there anything else the Seagate reps shared with you that you could share? Just wondering. Thanks
Cosign and all-
As per Weets back in April, SKS said that there were at least 4 20,000 seats at their tipping for TPMs getting turned on ie upgrades. Now, it seems to me that he forecasting none of these to convert. I know its exciting to actually see some customers but what do think of these 20,000 seats not converting.
OT: Radio Ad re: Vpro..
I just wanted to let the board know that I heard a radio ad regarding Vpro and HP. They said that businesses who get Vpro will be able to do remote administration when the system is down while employees aren't at their workstations. Anyways, it was nice to see Vpro getting a push. I live in Conn. by the way.
Its pretty quiet....