Eamonnshute, it seems to me that 'trusted' computing is in the same place that seat belts and air bags were many years ago.
How many people reading this post would drive a car today without a seat belt on? I think the percentage would be less than 10% to that question. And if you are driving a car that is eight years old or newer, I would bet your car has airbags. Most might even have side airbags if your car is only 2-3 years old.
Cars are a degrading commodity, as are all CPUs, monitors, cell phones and so on. They have to be replaced at some point in time.
I believe there is a pent up demand for CPUs right now. I think you will see millions upon millions of new CPUs shipped in the next 12-24 months. More than in any 24 month period in history. This is just my feeling.
CPUs will have trusted computing, there is no question about that. WIll it be Wave's TMP, that is the question.
As we have not seen ANY OTHER COMPANY talking about a TPM with attestation, NONE. I believe Wave is sitting in the drivers seat.
Computers will be replaced. There will be TPMs in them. Business will require secure identity. Trusted services will be bought by businesses. Once people have tasted them in their work place they will require them on their home computers too. In fact, millions of people now work out of their homes for major companies. The companies will require trusted identity and services like no other time in the history of the internet.
Wave is in the middle of this new revolution, make no mistake about that.
We are now coming into Q4. This is the quarter NSM will ship, Intel will ship and, I believe, many others will ship WITH WAVE INSIDE.
Don't worry about the share price. Worry about TMPs being shipped. And they will be shipped THIS QUARTER.
We may not see the revenues from trusted services until Q1 or 2004, which will not be reported until April-May of 2004, because they will be a trailing revenue of the deployment. But we should hear what OEMs are actually shipping TPM equiped machines long before April-May.
I still think we should hear something from HP before year end. And we should hear what OEMs are buying Intel's MO with our chip on board.
Yes, things are good Awk, and the share price will eventually show that.
Those that lose sleep every night about the short term share price, should sit back and relax. Deployment is just beginning.
