Replies to post #16747 on Wave Systems Corp. (fka WAVXQ)

[Packstater]

Zen: I like the way you are thinking. The road to a programmable TPM starts with the static TPM.

Embassy is to TPM
as
PCs are to the calculator

A world of capability will be unleashed!

-P

[KmS]

BANG...you nailed it. That's wavoids only and only hope that wave's IP can't be circumvented...overreached...outwitted, and I betting it's not. That's what made SKS stand conference after conference year after year preach with exquisite tenacity and energy, NO other ceo could have done it unless they hold a secret sauce in their hands period

And if you're not convinced about what I've said you were playing ROULETTE RUSSE without knowing it.

I tested the board before and I got little response only few people on this board gets it...Doma, Awk, Barge, Weby and few others.

[barge]

ZEN---Your post warmed my heart! And I'd like to expand upon it a bit. One has to think "outside the box" to understand this investment and properly understand its level of risk. Ironically, the compulsion by many, many Wavoids to "think inside the box" unfairly and insidiously jacks up the risk factor of this investment by leaps and bounds. For example, to reduce WAVE to a Software Utility Company renders WAVE vulnerable to every software company in the computing universe.

One forms an opinion about any investment by attempting to assess the extent to which the company product(s) being offered to the marketplace is singular and unique and not easily replicated by future competition. This assessment can be quite tricky, especially in the case of WAVE.

For example, what is the proper framework in understanding WAVE's ability to offer Attestation to the Trusted Computing Group? The framework that most here seem to exclusively focus on is WAVE's first mover-status. That framework obviously has merit, and is certainly of paramount importance in assessing WAVE's short term prospects.

But I submit that the infinitely more significant framework is the one that attempts to address the astonishing, indeed staggering enigma that sits rights under our very noses. It is an enigma that should astonish and stagger every thoughtful investor in this company. And the enigma is this: WHY is WAVE the ONLY COMPANY in the Trusted Computing Group to offer Attestation? WHY WHY WHY WHY does there appear to be NO COMPETITION to WAVE on the Attestation front?

Why is this such a staggering enigma? Let's look at the facts. TCPA was launched back in 10/99. All of the mighty gorillas from Intel to Microsoft to IBM to HP fully understood that Attestation technology needed to developed. After all, Attestation is the cornerstone of Trusted Computing! And yet....and, yet, four years after TCPA we find ourselves face to face with this staggering fact: It is ONLY WAVE, and WAVE ALONE, that offers Attestation to the Trusted Computing Group! Not IBM, Not HP, Not INTEL, Not MICROSOFT, NOT ANYONE!!!! Only WAVE!! And let me remind everyone again: ATTESTATION IS THE CORNERSTONE OF TRUSTED COMPUTING!!!


In view of the above does the fact that WAVE is the only company offering Attestation suggest Cooperation or Competition among the members of TCG as it relates to Attestation?

The only logical and reasonable answer is Cooperation. So WHY are the Gorillas cooperating on this cornerstone technology?



How many Trusted GATEWAYS to Trusted Computing can there be, if the ULTIMATE GOAL of Trusted Computing Group is SEAMLESS INTEROPERABILITY OF ALL TRUST DOMAINS?

The answer is: ONE, and ONE ONLY!

[2004riptide]

rock on ZEN!... "maybe Wave's IP can't be circumvented..." no shite -- if it could it would be, considering the $$$ at stake -- AND i bethcha that "nice cushy chair at the TCG table" comes with a few servants too!!!!!!!!!!!