ootommy,
Your first assumption is just a question mark to me, maybe, maybe not. It seems to me NTRU would be perfectly happy to cooperate with more than one interoperable CSP provider. From an NTRU perspective it seems to me: Wave today, who cares tommorrow.
As far as the well known thing, well certainly, well known to well more than one person at these behemoths. As they were at CPQ and AMD etc. etc. etc. Its a good thing, not a bad thing, but may or may not mean much in the end.
What Peter said about INTU is best forgotten IMO. Peter thought the platform would be constant (Embassy) and the DRMs would vary. ITRU has tried to make the DRM constant, and allow the platform to vary. Neither will be entirely the case in the near term. Peter's whole notion was based on a the renting-platform-space/applet business plan that is no longer the Wave plan IMO. The PJS statements are currently worthless IMO.
Wave IS currently A missing link. Can they defend their niche?
So relevance? ... is it what gregs says and the gorrillas are basically saying, good deal, Wave took care of that problem for us, we'll use that for now ... or is it Wave has significant durable IP that is hard to develop and can catapult first mover in that niche into a durable business plan?
Regards,
Dig Space.
The above content is my opinion.
AI
