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Re: 24601 post# 68658

Tuesday, 02/08/2005 4:33:19 PM

Tuesday, February 08, 2005 4:33:19 PM

Post# of 249911
I'll take a stab at that..............

To me it is becoming more evident that Wave is becoming a larger part of the security landscape as the months go by and more of the puzzle is unearthed. The same thread that seems to running through in the majority of these announcements is Wave is not mentioned front and center. If you dig a little you can see it, ala the Tumbleweed PDF Intel stuff and NSM as well. Others can be greatly infered with some sort of certainty thanks to the relentless pursuit of the truth by many of those here. And then we get a Dell putting us out front and center, and then you still have to know where to look-but it's still early.

A wise man once said that one gorilla could not be the keeper of security, the setter of the standard (IBM, INTEL, MSFT). It just would not look kosher. What we are seeing is these companies all beginning to offer some sort of security solution. ETS software, Motherboards, TPM's, readers and so forth. When the TPM's are referenced in articles, it is the new HP has a TPM, not TPM's by_________. Or Intel motherboards inside secured by__________. It almost makes it seem that each company has come up with security on their own, their own solution as it seems to be presented to the general public.

Step back for a moment and take this in. Tpm's are becoming the catch phrase for security in pc's. Wave does that. You need a trust suite. Wave does that. Motherboards, Wave can help there too. Secure card readers, Wave can help. Trusted Stack-Wave. Need help securing on line documents, Wave can help. Need your e-mail secured, Wave can help you too. How about a platform to deliver content to your PC. We can help their too. Secure keyboards-Yep.

I think this is the tact that is being taken today, keep a low profile, get a crumb thrown our way once in awhile and then when the infrastructure is in place and 1.2 is going out Wave will already be an established player in many different facets of a secure computing environment. I think there is a perception by this bigger companies of being beaten to the punch by a small group of visionaries and an even harder thing to swallow knowing there is no endgame around the solution. This slow stealthy approach is the way to ease the explosion onto the marketplace without a clearcut winner. Notice how the white boxes have been offering the Intel motherboard, Intel too without much fanfare, Dell brings out the TPM's in a big way and followed by HP in less than a week. The others will follow like falling dominoes. By the end of the year itn won't matter who did what first becasue they will all be offering some sort of security in one form or another and Wave will probably be in the majority of those solutions. Right after the Intel/IBM sec hiccup, I made a post that those who were in at that time would be very happy at some point within the next 18 months. That puts us around July/August. I still stand by that.

Dave
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