Wave Systems Corp. (fka WAVXQ)

[attcav]

Alea et al-

First let me say please forgive my forthcoming question especially if it has already been covered. Also please don't misitrpret my motivation for asking it as I've naturally grown skeptical over the years.

There is clearly a sea change going on in the industry toward hardware security. Similarly, the apparent focus on security from Intel and Microsoft is hard to miss. But my question is this: why is everyone so bullish on Wave with respect to Microsoft? Couldn't one perceive Microsoft as a huge threat? I've read posts suggesting that MSFT will pay royalties to Wave, use Wave's technology blah blah blah. Seriously? Don't people believe that Microsoft can implement TPM management just as Wave did?

While the push for hardware security is clearly positive for Wave, I get nervous when I hear about Microsoft or any other software layer that more closely controls or integrates with the TPM. I'm genuiely seeking to understand the perspective that shows this to be unequivically good for Wave. Thoughts?

attcav