Wave Systems Corp. (fka WAVXQ)

[SPIN]

edit: email from NSM

it seems yer hasty DD resulted in "rounding up." a common infectious wavoid optimism symptom.

because you don't have the patience, i won't bother you w/further discussion of the purported Compaq link which you claimed demonstrates the NSM chip's current availablity. the same SafeKeeper 21100 chip that was announced in March to be available in May.

but considering the fact that you have morphed designing into shipping i'll "round down" instead & assume that the Compaq link does not say "Available Now! Click Here to Purchase"

the SKS email from the other day also only mentioned INTC shipping, there was notably nothing about NSM shipments.

the October 10, 2003 NSM email from Ramsey [below, see bold] clearly states it is "designing" w/OEMs, & mentions nothing about shipping. the same email characterizes the SafeKeeper as "fully released" and "selling," which could arguably be construed as "having already sold" (i guess), but it looks like (IMO) it is still not in the channel.

i'll try to keep my expectations rooted in reality.

the wavoid DD "rounding up" all too often leads to gross miscalulation & disappointment...

thanks for your time,

Sir.


10/10/03 e-mail response from NSM:

In response to your request:
Thank you for your interest in National Semiconductor's SafeKeeper
device,
PC21100. We are currently only supporting OEMs in the PC industry in
designing in this device. We are not adequately resourced to engage
with
smaller, special-purpose companies.
The PC21100 is fully released product, but because of our PC focus, we
are
only selling to those, speciallized accounts.
There are any number of software packages available today that
implement
the digital signature technology (of course with the keys and other
secrets
not as secure stored as in a TPM). I would suggest you explore these
possibilities first and then look at the other opportunities to
securely
store away your secrets."
Discover the art of analog design at National Semiconductor's Analog
Seminar Series
at a location near you! Join Bob Pease along with other industry
experts
and brush up on
a full pallet of topics. Seminars will take place from September 8
through
October 20. For
a complete agenda and to register go to
http://www.national.com/analogseminar
Regards,
Design Support Group
http://www.national.com
Please provide a detailed explanation of your technical question?
Re: Regarding Your Feedback
How can we make the information we provide more useful?
Other comments or problem? Please provide details.

Product Folder/Part
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edit: 24, i disagree -- premium service "turn on" rates are a much bigger question, but the threshold question of deployment timelines (noticing i'm not saying "if" but rather "when") remains unanswered IMO.

relying on SKS' "look to the supply chain first" advice & noting that NSM has not likely deployed yet (announced in March for a May release, now six months behind schedule), necessarily pushes the question of premium service rates back further, as well as the subsequent NSM license revs (unless they are booked when "designed.")