now yer a psychiatrist?!?
it isn't @ all about my self image, it is about FEAR & GREED. the essence of the market. it isn't MY conclusion either! RNBO/MSFT publicized it expressly.
connect the dots Sully (that's what oids do best, yes?)
MSFT develops a soup-to-nuts solution that marginalizes Waves trusted services.
Take a bit of barge's vision (one which stimulates the GREED portion of the equation) & ask whether execs in Redmond might see things similarly.
SO, MSFT develops their own *branded* SSC (aka TPM - AND the very fact that Softy is coining their own terms is telling to me @ least) AND develops attestation, key management, back-up, restore, doc signatures, migration, etc., etc., etc.
AND they have massive economies of scale AND inside knowledge of THEIR O/S & pricing power and market channel leverage & so on & so on...
btw & fyi - my wave knowledge has a bit more depth & breadth to it than you must think to inform me that they are not a hardware merchant.
yep D&O... "suss" comes from The Who. The first punk band. Pete's recent research project makes me sad, but they were one of my fave acts as a youngster (when all my friends were listening to stuff like Poison & Bon Jovi)
always thought the Kinks were really underrated fwiw.
anyway.
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