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awk

01/22/07 8:36 PM

#136314 RE: rachelelise #136313

rachelelise: Very nice post...

On the surface it is very frustrating indeed to not publicly see real progress. To be frank, it's always been like that with Wave. Perhaps what makes the present situation even more stressful is the current lack of any news whatsoever.

But we all should not forget what made us stick with this company and, moreover, what kept us all believing into the vision of Trusted Computing.

The DD we all have done over the years has, to a great extent, turned out to be reality. Yes we don't see the bucks yet but we all know that the position we are in is like money in the coffers.

Those that truly, and in detail, understand the dry technology keep on sleeping very well. Too many elements of this technology have and continue to point towards the very powerful position Wave is in. *Interoperability* has been discussed to death yet there are still a few that miss the meaning of *interoperability".

*Interoperability* in between TPMs is one thing, plug'n play capability between devices leveraging the various TPMs is an other. When Seagate - validated by the Dell-Wave 8K from December 2006 - goes with the Wave architecture for the management of these FDE drives it also means that the second layer of the supply chain has validated the architecture being integrated and deployed by the PC OEMs. So we now have PC platforms containing the first "accessory" on top of the basic TPM enabled platform. Consequently all other "accessories" will have to follow the same street. And this stree has now been converted into a one-way street. There is no turning back.

The discussion and waiting for the Seagate announcement is understandable. But let's not mix up what is the very real market opportunity with the shareholder frustration about a current stock price of $2.50

The deal is done. The success, also monetary success, will follow. It's done! Over!
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scorpio_esq

01/23/07 1:21 PM

#136360 RE: rachelelise #136313

absolutely, they go private because they (their executives) can't get their work done. although a shareholder, because of experience, i sympathize with management (SKS) here.