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Re: barge post# 204469

Monday, 01/10/2011 12:00:35 AM

Monday, January 10, 2011 12:00:35 AM

Post# of 249236
Barge

I can only speak for myself. It happens that I saw the Sandy Bridge announcement before it was posted. When I read it, I couldn't figure out how it related to anything or everything. I agree that it is likely to conform to Trusted Computing, but I'm not sure how it relates to TPM management. We both know that even before GregS, we have always been nervous (except for Awk) of Intel, MSFT,Dell, or everybody else doing an end run around us or buy us to grab the golden ring from us at the last moment.

The announcement raises concerns because it is new and ambiguous. AS you live with certain comments made in a different world by SKS so do I.
I don't worry much about Intel chips because they always integrate the previous development, iTPM for example. However, I don't like to comment until I'm reasonably sure I have some factual idea of what I am talking about. I don't yet understand what Intel is trying to do with Sandy Bridge. In other words, my interest is substantial, but my understanding is not. Thus, no comment. There is so much on the table now, that a new chipset, I have learned, will not do much to move the price. As I reach towards 70, I am more interested in May than in December as are a healthy (pun hoped for) bunch of older Wavoids.

I am waiting patiently for news that Cisco, Google, Oracle, Apple and others have joined the TPM before I'll celebrate their use of TPMs. I'd rather concentrate on the second week of January and finally get an announcement that confirms that ITT is using bit locker and TPMs. I'm waiting for announcements of five sales of a million dollars more than one sale of five million dollars.

In short, I don't believe that either Chrome or Sandy Bridge are irrelevant, but I do believe they won't affect my net worth for at least a couple of quarters. Now, if you promise not to shout back, I'm sure some folks here will over time give you their views of Google and Intel, but it's hard to read the secretive giants of the industry. One of the ways I believe SKS has become a better manager is that he has learned from some of the best how to keep industrial secrets. I love and hate that at the same time. In the back of my head I keep believing that Google Wave was not unintentional, that Apple's playing with TPMs is eventually meaningful. Remember that MSFT belongs to the TCG, but has NEVER supported it. IBM chaired it and ignored it. Dell didn't belong but USED it. What's on the surface and what's beneath the surface are often very different things. Still, as I wrote you many times, long ago -- And still it moves!

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