Dear Orda,
We were not wrong, SS has orders for north of 50 million machines!!! However,there will be a learning curve cycle in the enterprise space before TPM's can be turned on & upgraded software is purchased! SS explained the nature of this "turn on" & upgrade cycle in response to BigTim's question at the end of year CC: Tim Baxtrum, Private Investor: Hi Steven. I noticed in today’s announcement that you explained the delay in the adoption of the full ETS system by enterprise customers as a matter of IT adoption procurement timelines. I’d kind of like to get that clarified. Surely you don’t mean that it takes a year for them to process a procurement to actually do the upgrade. Is it because you anticipate that it will take that long for the percentage of TPM equipped machines in the enterprise to reach a critical level that would justify the investment in upgrades?
SKS: So let me address it in three different comments. I think that one of the first things that any OEM needs to do is build for them a lab level or pilot level implementation of Trusted Computing. Take ten machines, turn it on, build a little work group and get comfortable with the fact that this technology really seamlessly integrates with their existing security, identity, both policies and management. Because this is a very fundamental component in authentication. It’s relatively easy to implement but you have to make the decision that you’re going to go do it. I think that pilot phase gets people more comfortable.
Second thing that has to happen is is there a division of the company that has a high enough penetration to your point of Trusted Platform Module enabled machines. For example, if I am buying all new laptops for my sales force and I bought them all new Trusted Platform Module enabled laptops, then a really elegant solution would be to turn on the VPN and authentication capabilities that those traveling sales guys need, so that there’s greater security for the enterprise and greater ease of use for the end user. And I think that’s a real win-win solution. But obviously if you just bought the sales force all new machines four months ago, then it’s going to take some time before you’re willing to go replace those computers in order to gain the benefits of Trusted Computing. So there are some places where we run into enterprises that would really like to deploy it, but they’re waiting for the cycle of procurement of new machines to come around to the division where they need the technology deployed.
I think the third one is understanding some of the policy requirements as to how do I want to use this technology, for what purposes, do I want to integrate it into accounting systems to help me with SOX compliance, or if I’m a health care provider, how does this work with my overall HIPPA systems, and these are bigger issues from an enterprise architecture perspective and those things just naturally take a longer period of time. So I don’t think we mean it by the amount of time it takes for an organization to write a purchase order, I think that’s relatively easy. It’s really about how do they use the technology within their enterprise.
Orda, this technology will take some time to engage, but Wave has positioned itself to not only be a well deserved leader in the space, but to make money at all the different levels of deployment!! The wait has been long & most frustrating but "THE TIME HAS FINALLY COME!!!" The Best...Carl.
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