orda re: your analyst's comments
First, thanks for taking the initiative for doing this and sharing it and it is interesting, but also revealing about how poorly understood the TCG platform is by TCG outsiders or non-Wavoids (LOL)...in this case even by somebody who has spent some time researching the TCG, and whose apparent specialties include internet security.
Might I suggest you set about educating your analyst friend? For convenience sakes I'll assume it's a he.
1. If in mentioning AMD if he did not include SEM, he is underinformed. SEM is definitely AMD's TC processor architecture just as LaGrande is Intel's. Further, AMD is very TC-motivated.
2. While he's got a point about how standards groups can get bogged down in conficting business interests, he failed to mention the word TPM once in his comments. By not highlighting TPMs IMO does not grasp what the TCG has been able to do thus far. So, when he mentions CA, Symantec and NAI (I do not know who NAI is) as being important players but does not mention TPMs, then he likely does not understand their roles in the TCG.
3. I would be very surprised if he grasps the signifigance of Wave's TPM software, notably it's ability to interoperate across all TCG hardware. What tipped me off to this was his comment about Wave's motherboards. Obviously he does not understand that any TPM is relevant to what Wave does, not just motherboard ones. He needs to understand that Wave's server technology is initially about TPM keys management, which is potentially relevant to any TPM.
So, talk to him about TPMs!
Regards,
R2
P.S. Perhaps we should consider that Wave is apparently choosing to not tell their story, yet. They have a first mover advantage in TPM management, although some of their potential competitors like CA, Symantec and MSFT are all in the TCG and know what Wave does. The investment community will find out about Wave one way or the other when revenues ramp up. My point is there really may not be any point to educating the financial sector about Wave ahead of substantial revenues, considering Wave's history. In fact I would say that Wave is deliberating steering clear of analysts until the bucks start rolling in.
