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RootOfTrust

09/03/06 5:28 PM

#128587 RE: Chowder #128582

Chowder our perspectives may not be that different, except your timeline sounds more conservative...

I do think it's possible that pilots underway now could receive some kind of committments at any time, begin implementing immediately thereafter, with reportable revenues for the non-pilot seats as early as Q3, more probably Q4.
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rachelelise

09/03/06 9:37 PM

#128590 RE: Chowder #128582

Chowder

I'm not sure how you've figured these timelines, but I don't quite see it that way. If a company was buying computers with TPMs, they would purchase a sufficient number in the first buying cycle to do something with them. I agree that it would take roughly 3 years for almost all the computers to be upgraded. Once they decdied to do something with the TPMs, they would start purchasing client and server software to make this happen. I don't see one year transpiring from the time they have purchased TPM computers, to purchasing any software to utilize the features. Of course I am assuming that with 25% to 30%of TPM enabled computers with users that the company would wish to better secure them.