SRA Presentation notes:
Kept a few notes as I listened. the biggest news was it looks like another financing is a possibility.
(Somewhat paraphrased)
-Dell, Intel, Gateway, Seagate, ST. Micro mentioned as signed customers
-Few thousand seats sold so far
-’08-’09 TPM on every machine made
-Trusted Computing market not matured yet, but Defense Department is committed to using TCG, just not sure of architecture
-An OEM recently told us they preferred our Vista solutions over the others
-3rd phase of TCG deployment will be end users to application security
(mentioned Boeing as an example)
-1 million copies of software shipped in last 45 days
-Infineon software only runs on Infineon cores, but Wave runs on theirs and all others
-Seagate is on target to launch in first quarter-in next few weeks
-We build one of the solutions for the Seagate drives, along with Secude. We build the OEM version of this software.
-Our administrative server tools allow system admins to deny access to hard drive, other than to log on to use applications.
-Seagate helping us to build relationships with other OEMs
-We are doing transactions every month with new enterprises that are looking to close thousands of seats of software.
-Last year TCG ran a training at RSA, 150 people showed up, this year 550 people showed up-turned people away at the door.
-Secretary of Defense is drafting a memo right now to require TPMs on all machines in DoD
-We see more services contracts with DoD in the future
-A number of very interesting pilots out there right now with very big brands
-Enterprise software is out there and being used right now. A few thousand seat deployments.
-Seagate doubles exposure for Wave when released
-Q-Can we manage the growth without equity financing-A-in the short term, no, but in the long term, yes.
-2-3 other things on the horizon-networking and areas in mobile devices will have equivalent impact to what we are doing with Seagate
-No competition right now in enterprise tools
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