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Re: Doma post# 48381

Saturday, 07/24/2004 7:39:02 PM

Saturday, July 24, 2004 7:39:02 PM

Post# of 249624
Doma, Thank you for the correction. You are quite right on point #1.

On Point 4 I think it goes back to Lark's slide many years ago in which he pointed out that 1st the hardware will be deployed, then the application services will kick in. I just don't see much revenue coming our way from application services until a critical mass of trusted platforms are in the marketplace (and I don't think that will be this year). The one way I would see that changing, i.e. the pull being so strong that hardware was "pulled" into the marketplace, would be the adoption by one or more major premium content providers adopting the strategy and making their content available to consumers with trusted platforms. Then we would see lines in this country for secure devices like the 2B's Tokyo iPod lines!
JMHO,
Svenm
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