Replies to post #121845 on Wave Systems Corp. (fka WAVXQ)

[orda]

Once again


to freeze markets and confuse the issue. Anti-trust needs to be raining down on Microsft again. Selling security products when you cause the problem? Good racket.

[tampa123]

awk - I can only speculate ...

Microsoft want to own the PC software world, and in some respects, they also want to own the server world. Let's leave it that general for now and move on. The PC OEMs have inherently been challenged by the one-and-done business model ~ meaning that once the PC is sold, that's been it for them as far as any ongoing or recurring revenue. Why? because Microsoft, and some hand-picked partners they work with work to ensure this model stays the way it is.

Enter Trusted Computing and Wave. At a minimum, we all agree that Wave's model is 'at least initially' as a SW utility solution grounded (relying) on seat license activation for its larger revenue stream. When Wave ultimately gets a seat license contract (utility services, attestation, key management), both Wave and the OEM now benefit from both the add-on and the recurring revenue stream. Wave even makes inroads into server/software revenue with KTM.

While a perfect model for Wave, and considered a better business model to the PC makers, this has to be considered by Microsoft, as a territorial creep by the OEMs on their revenue territory. I could be wrong!

[waverider]

awk, I agree. Just another saber rattle by micro"god". they like to keep everybody guessing.