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Re: weets post# 168953

Wednesday, 08/06/2008 9:40:04 AM

Wednesday, August 06, 2008 9:40:04 AM

Post# of 249202
One more point and then I am over this topic...

I DON'T have ANY expectation for Monday. None. Call it being shell-shocked. Call it having been working a couple of clients who (at various points) were PUSHING to reinvent a given marketplace. Call it STUPID. But I'm not sitting here thinking, "Ohhh, Monday's gonna be awful." AND I'm not sitting here thinking, "We're going to do $3+ million" either.

What I focus on is stuff Wave CAN'T tell me. LandWarNet's reliance on TPMs. NETCOM's guidance related to TPMs. The NSA's thorough vetting of trusted computing and endorsement of TPMs as the foundation for their HAP initiative. Intel's reliance on TPMs (iTPMs) with their launch later in the year. These things tell me something about the marketplace. And because I have paid attention to Wave's maneuvering within the .gov/.mil realms... I believe their day is not passed. It MAY be present. It probably is still FUTURE. But the game is NOT behind them.

That's all.

This isn't me trying to moderate anyone's expectations or buffer against disappointments. This is just ME... managing MY state of tired expectationlessness... in the dark.

Best Regards,

c m



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