Orda
Sometimes things ARE unclear, but I believe that in line with what SKS said about pieces and parts. CA (which has had a long relationship with Wave as part of ITSPA is focusing on web service identity issues for its business clients.
Somewhere if your dealing with identity and 1.2 hardware, you have to be dealing with key management, attestation, and parts of the Wave INFRASTRUCTURE.
As regards the tone of the presentation (we are all critics here) There are an infinity of ways to do anything. My only concern it that Wave finds a better way to PERSONALIZE the presentation. Just a couple of tweaks but YOU don't want to lose YOUR job because YOUR computer was lost, hacked by a co-worker. You want YOUR hard drive protected and YOU want to forget remembering your passwords.
Its all in there, but folks should walk away knowing its for THEM not for their bosses or the other guy. Nobody wants to get fired for losing the data on their UNTRUSTED computer.
Let us not forget that this presentation is set up to be distributed. Lots of people hearing it and seeing the powerpoints will only know that the CEO of little Wave was... well making Waves. The game has been and still is about Wave's glue. If the TPMs are sold then as night and day are linked....the glue must sell in larger and larger quantities.
I've often written about Metcalf's law (one TPM is useless. 10 million might have some enterprise use. MSFT's Levy article said 100 million (10%) was the magic number. We will have revenue long before that. Sometime next year The conversation will change from This is a TPM to This is why you must have a TPM.
Intel office Suite has 1.2. Longhorn logofication requires 1.2 Dell use of 1.2 requres Dell's version of ETS -- We've come a long long way. Now others can follow an industry standard supply chain that we watched being built brick by painful brick. Maybe I should write a book. lol
As regards the money timeline. On one hand, we have to wait five months past a quarter to get results so we are ALWAYS waiting six months. On the other hand, Chips have probably been ordered for the 1.2 machines that are now less than six months away. So we are probably billing disks for the intel motherboards and Dell initial machines starting NOW.
SKS is saying, IMO, that the tipping point is 6 to 12 months away. I believe that the NOISE tipping point is a lot closer and I suspect that the snowball and the price chart should have a nice inverse relationship.
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