I'm not posting much because others seem to be covering all the major points very well.
I will add this for Greg. I think that you think of Wave as a kind of hardware company that has produced some utility software. It's the reverse. It's an IP company that built a hardware prototype to sell a paradigm shift in software utilitization.
In a conversation this year, SKS said that he EXPECTS the current software to be subsumed by NGSCB. Now nobdody, but HhH thinkes he is so dumb that he would EXPECT the current $30 software package to disappear as a product in two years...without believing there were other significant revenue opportunities to be expected in the TC world that Wave has fought so hard for the last decade and a half.
Now Wave may be only one of tens of thousands of companies trying to be the next MSFT... That's true, but understand very few of them have spent a quarter of a billion dollars in a decade long sustained effort. Whether we see the results or not, neither of us know --- but I truly think you need to step back from your somewhat established and DEFENSIVE POSITION and take a look at what others are saying.
Intel has come around after at least six years of being courted. They have NO security staff having closed that group after the serial number fiasco.
Yes, Prescott is a chipset not a motherboard. Yes, the current board was a mobo in the water. I believe you are wrong as I read the whitepapers....Hardware security has been accepted by the industry as a standard -- call it TPM, Vault, Palladium whatever.
Wave has been waiting for that to happen since 1988.... either you believe that management KNOWS how to monetize this acievement with reams of attestation, autentication, ease of use software or they don't. Either you believe that they have SERIOUS IP that will be monetized by this development or you don't.
I said I DO when I broke the rules and married this stock.
Intel is more married to TCG than you admit to yourself... and I still think that TCG is more married to Wave than most realize...however.. that too is coming...IMO, of course.
AI
