Wave Systems Corp. (fka WAVXQ)

[barge]

Was WAVE's Intel/Grantsdale PR a classic piece of misdirection?
IMO, Yes.

Brian Berger claims that the Embassy software being bundled with Grantsdale is "targeting business". EXCEPT, GRANTSDALE IS ALL ABOUT ENTERTAINMENT.


http://wavesys.com/news/press_archive/04/040621_WAVX.html

“Wave has made available Trusted Computing Group-compliant software targeting business users of next generation PCs,” said Brian Berger, executive vice president, marketing and sales, Wave Systems, “and we are pleased to see this Trusted Computing software solution is now bundled with desktop boards and shipping into the market.”


Does anyone really believe that those Grantsdale Chips with Embassy bundled is really heading for some corporation? I don't. Read up on Grantsdale: It's all about the consumer market and Entertainment PC.

This notion that WAVE will obtain so many dollars per Enterprise seat, has always struck me as BS, because WAVE would be going head to head with every predatory computing software company capable of competing in that space.

Enterprises are not going to strip the security infrastructure in on fell swoop. TCG will make gradual penetration on the Enterprise front.

The Entertainment front can be penetrated ferociously, with large profit margins and all indications are that Grantsdale is to lead the way.

I believe it will be TANS and Metering and (limited) Interoperability that will lead WAVE to the Promised Land this year. The notion that WAVE is going to make its mark on a per seat with a bunch of small to medium sized companies has always struck me as misdirection on the part of WAVe that's been gobbled up by a bunch of folks on this board.



http://www.thewbalchannel.com/money/3457176/detail.html

Intel Unveils 'Entertaining' Computer Chip
Computer Chip Manufacturer Hopes To Enhance Entertainment Uses

POSTED: 4:17 pm EDT June 24, 2004

Intel, a leading computer chip manufacturer, plans to soon unveil a new product promising more than just speed -- it's designed to entertain.

It's code name: The Grantsdale.

"[This is] the most exciting chip set in 10 years because of all the added applications and features," Intel factory manager Patricia McDonald said.

The most significant makeover of the PC platform has been in the works for three years. The new technology will work side by side with Intel's Pentium chip, and it can do it wirelessly.

"If your a high-end gamer, it's going to give you faster reaction time, it's going to give you that multimedia high definition graphics and audio and visual," McDonald said.

Computer manufacturers are putting the chip set in computers now ready to hit shelves next week. Intel hopes the new technology will help people manage and organize their libraries of digital photos, music and games and videos.

"It is going to cost you a little bit more for that enhanced-performance audio and visual experience," McDonald said.

The new chip will added about $30 to $40 to the cost of a new PC. Intel's ultimate plan is to take the PC to the living room. The entertainment PC will be introduced later this year.

A computer to drive high definition DVDs acts as a music server and personal video recorder, all in 5.1 to 7.1 surround sound.

"We're going to go further to give you the best home theatre experience you can get by using this chip set in your home PC, or the best office experience by running your analyst faster to giving you mobility," McDonald said.

The high-profit margin chips are made at Intel's Hillsboro plant. They've been in production for more than a year.

"We've been the ones that have really enabled the launch at a very high volume on time to get the part to our customers," McDonald said.

Intel is already working on the next generation of the Grantsdale chip, a mobile version.