Snackman - It might be time to check the prescription on the old reading glasses. I wasn't "knocking" anyone, but rather providing a reasonable justification to those who had questioned the validity of the "numbers" referred to in the recent quote from Cahalin.
Additionally, I just got back from the airport and agree with the reports thus far from the SHM. This is number 5 or 6 for me (I've lost count), and I have never come away with a more positive feeling. The explanation for the timing and the size of the recent funding was understandable. Wave has greatly increased it's presence in the product lines of many of the major players. If indeed Wave software is the "juice" that makes it all work, you can understand why some might want financial evidence of sustainability for more than a quarter at a time.
I was most impressed with Steven's answer regarding software encryption and possible competition from companies such as Secude getting into the "TPM Business."
Thus far the lack of "TPM revenue" has left others disinterested. Wave has spent a considerable amount of time and money positioning the company with products and partnerships that are not easily replaced. Wave has shipped over 10 million copies of their interoperable software in the last year and is currently shipping more than a million copies per month. Wave is included on every Dell and Gateway enterprise computer and Intel motherboard with a TPM. Wave software ships with 4 out of 5 TPM manufactures. Wave is soon to ship with a number of Seagate FDE drives providing secure remote policy management, repurposing and encryption audit verification. Wave will soon release to market (probably with Windows Server 2008) end point enforcement working in conjunction with network authentication and access control. And guess what - it all operates from a common interface and is, here's that word again, "interoperable." Wave has a tremendous first mover advantage. As long as Wave doesn't "screw up," it would seem unlikely that someone could build a sufficiently better mouse trap that would convince the Dell's and Seagate's of the world to change partners midstream.
The Trusted Computing Group standards have been anointed by Mr. Softie, Juniper and Intel. Steven said - when the TCG says "we need this functionality," Wave raises its hand and says "hey we'll do it."
If indeed, as per SKS, there is a Gold Rush a comin' Wave has certainly staked out a lot of claims.
ps The Dell Latitude/Seagate FDE/Wave TDM preview was most impressive and will be playing at a theater near you very shortly. It could well be the block buster hit of the summer!
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