Wave Systems Corp. (fka WAVXQ)

[attcav]

I would be willing to bet that the vast majority of all the IA-based computers and PCs at GE and around the world how HAVE TPMs. I would also be willing to bet that you're currently correct in assuming that these are NOT being used at this point.

The key question here then is WHEN all these TPMs will be put to use. In another bet as I'm big on that in this post, I would be willing to bet that they WILL be used in the immediate future because Intel and its partners are not in the habit of creating gigantic initiatives like trusted computing without making a buck off them.

I'm sure you're familiar with PCI and USB. Did you know that USB hardware was available with rudimentary software support in Win95 back in the mid-late 90s? USB hardware kept shipping through this time through Win98 and all the rest until it really became ubiquitous in XP or just before. I would venture a guess that Intel shipped hundreds of millions of USB-enabled chipsets with an adoption of <10% of the USB capability. Can you find a PC or a PC peripheral today that does not use USB? My point is that there is a long adoption for these things. There is a sea change in markets requiring greater security whether it be because of cloud computing, virtualization, or the sheer ubiquity of connectivity. And all this represents a gold mine to miscreants who choose to make their living by stealing from others.

Trusted computing WILL happen. The only question in my mind is whether Wave will be the only one to capitalize on it and whether the management is mature and experienced enough to protect and enhance what they've built. Your arguements about whether mobile devices will have TPMs or whether anyone will need greater security in the future (paraphrasing) are rather hollow and miss the point. No offence intended here- I'm just saying that while there are still many questions in my mind about Wave's success, the evolution of security in the market place aint one of them.

attcav