Wave Systems Corp. (fka WAVXQ)

[SPIN]

Rounding up/down -- edit: msft/wxp

the e-mail also notes limited resources & the "evidence" is very different than the INTC "evidence." maybe NSM hasn't put the kind of effort behind their initiative as INTC & @ minimum, it's safe to assume w/out linking to their respective balance sheets that INTC has far greater resources than NSM.

SKS says INTC is shipping in an e-mail from this week, but didn't mention NSM.

awk has an 865 MB on order

a .com supplier says "sold out" (& that fact requires belief that the poster shared a genuine e-mail (an assumption i'm willing to make)).

we've all seen @ least three 865 series MBs listed as available @ http://www.intel.com

we've also seen numerous marketing pieces from INTC listing Wave's ETS as an integral component of INTC's TC offering.

Your CTIA anectdotal "evidence" doesn't equate w/"shipping" (for me @ least). if it did, Wave woulda been "shipping" years ago.

BTW, your CTIA reports were definitely great & i read them w/interest, but in many ways, it's still just another demo IMO.

INTC seems like a "done deal" for shipping.

NSM does not.

i see your point, but like i said, i'm "rounding down" until i see something, ahem, concrete.

the acceptance rates is another issue altogether that based on HP's "too early to call" comment (about HP's TPM-equipped models), remains, well, too early to call...

thanks for having the time & patience to post that e-mail.

regards.


Wavexpress and Microsoft Demonstrate Datacasting Application at International Broadcasting Convention

September 8, 2000 - Amsterdam, Netherlands - Wavexpress, a new technology company providing broadcast commerce for terrestrial, cable and satellite broadcasters, today announced they are working with Microsoft Corp. to develop advanced digital television software solutions for the PC industry. Wavexpress will provide a live demonstration at the International Broadcasting Convention 2000. The demonstration will couple the Wavexpress datacasting application with Microsoft TV Technologies, yielding a fully integrated end-to-end solution for delivering interactive content and commerce to consumers. The Microsoft TV Technologies is part of the extensive television support being provided in future versions of Microsoft Windows.

Microsoft is providing a next generation driver architecture targeted at digital television applications and is providing critical API functions to support key operations such as network selection, channel tuning, stream de-multiplexing, audio/video decoding, and IP packet extraction. Providing these functions within the core operating system will yield multiple benefits, including a common tuning and stream control model, a modular component architecture, enhanced datacasting support, and the flexibility to seamlessly utilize either hardware or software based transport demultiplex and MPEG decoder solutions.

"A new class of services is emerging from the rapid deployment of digital networks, and Wavexpress provides a compelling multimedia experience uniquely enabled with broadcast commerce," stated Harish Naidu, general manager of the Video and Audio Division at Microsoft. "By exploiting the power and flexibility of Microsoft TV Technologies along with key Microsoft solutions such as Internet Explorer and Windows Media Player, Wavexpress has created an application that showcases the benefits of datacasting in a digital broadcast network."

Wavexpress has developed an innovative broadcast commerce service that combines the power of broadband datacasting with Wave Systems' EMBASSY distributed transaction and rights management system. In leveraging EMBASSY's Trust @ the Edge capabilities with the benefits of a high speed digital broadcast medium, provided via terrestrial, cable or satellite systems, rich multimedia content and a broad range of e-commerce merchandising models will enhance the delivery of the Mass Media Internet.

"By addressing critical system challenges, Microsoft TV Technologies represents a significant step forward in enabling digital television applications on the personal computer," according to Cliff Jenks, CEO of Wavexpress. " The Microsoft TV Technologies initiative provides the key building blocks needed by a PC to support broadcast applications and extends the completeness of our solution by minimizing the complexities associated with processing a high speed data stream."

The Microsoft booth at IBC2000 (321) will include a demonstration of the receipt and processing of a live satellite feed, yielding standard digital television and the Wavexpress enhanced Internet service.

About Wavexpress

A joint venture of Wave Systems Corp. (Nasdaq: WAVX) and Sarnoff Corporation, Wavexpress delivers rich content-movies, music, sports, news, computer games, software-over a digital broadcast signal direct to any DTV-enabled PC. Wavexpress provides a full range of secure data broadcast architecture, infrastructure, and services to broadcasters, content providers and consumers. Unlike competitors, Wavexpress' broadcast e-commerce system offers a variety of business models, including ad-supported content distribution, pay-per-use, purchase transactions, and subscription services. Integrating over $100 million in research and development, Wavexpress capitalizes on the broadcast engineering expertise of Sarnoff, and Wave Systems' EMBASSY technology and back-office systems that handle distributed content protection and transaction reporting functions. For more information, visit the Wavexpress web site at: www.wavexpress.com.

About Wave Systems

Wave Systems' goal is to build a worldwide network of users based on trusted electronic relationships. Trust @ the Edge defines a new architectural model for the Internet which embeds trust and security in every user device. Wave Systems is developing, deploying, and licensing its EMBASSY Trusted Client technology for mass adoption of this revolutionary model. Integrating industry standard functions from a wide range of partners that enable reliable, secure digital exchange and commerce over the Internet. At it's core Wave Systems is building the services and enabling third parties to build services that will take advantage of this new open Trust @ the Edge model. For more information about Wave Systems and Trust @ the Edge, visit: www.wave.com.

Wavexpress Corporate Contact
Simon Tidnam
Wavexpress
212-244-8438
Email: mailto:[e-mail]

http://wave.com/news/press_archive/00/000908wavxms.html


Ramsey, while this is *still* great news (even after 38 months & no update on the msft/wxp relationship), it hasn't exactly translated into delivery of WXP products/services via msft, let alone revs...