Replies to post #148571 on Wave Systems Corp. (fka WAVXQ)

[cosign]

Wow..thats the biggest promo yet...and howmany computers will all those OEM's ship in China....holy FDE.2 !!!!

Now is the time for questioning how many drives can Seagate supply in a given time frame...here's to hoping they have delivery restrictions due to tooooo large of a demand,,,,

[Weby]

WaveLongTime

This raises a question I hope can be asked in the CC -- What is our take, if any, directly from Seagate on shipped drives. Do we get anything for the work we did on those drives shipped to Lenovo and Fujitsu?

Somewhere I lost track of the buck or so I thought we were going to get directly from Seagate....

Of course, some $7 bucks from every Lenovo drive bought in China might finally juice the share price too...

[29tango]

Wavelongtime,

I am concerned that the more Microsoft becomes a lead adopter of the TPM, the greater the threat to Wave's existance. I can't imagine that with Microsoft's usage of TPMs with BitLocker, NAC, and now OS DRM that they won't decide to exclude the need for Wave in their usage of TPMs.

I could be an optimist and hope they would use Wave at least initially, but I can't see that being the case long term. I had hoped that Microsoft would have continued to try to coopt TPMs and eventually fail which would have allowed Wave establish itself as the source for software to manage TPMs. I am afraid that time is starting to run out for Wave, if they don't start to get some serious traction soon.

Regards,

29tango

[Pickle Power]

This is indeed the killer app. The potential uses are limitless. And most importantly, it makes companies money where there was no money before.

Pickle

[weets]

Wow,

How the heck did we miss this!!!! This portends unlimited opportunities for Wave/Seagate & trusted computing as a whole!!! Thanks for the article...Carl.

[Wildman262]

Wavelongtime, a question regarding the implications for Wave on the next CC, would answer our questions. I'll be sure to ask them.

[dude_danny]

Vista: Just how many copies have been sold?
That'll be 60 million - give or take 20 million...



By Colin Barker
http://software.silicon.com/os/0,39024651,39167999,00.htm
Published: Tuesday 31 July 2007

Microsoft has declined to confirm statistics from its chief operating officer on the number of copies of Windows Vista it has sold, throwing into confusion how successful the operating system has been.

COO Kevin Turner told financial analysts last week that "60 million units have been sold of Windows Vista into the marketplace".

But, approached by silicon.com sister site ZDNet UK for confirmation, Microsoft could only confirm it had sold 40 million, saying the last figure is two months old.

If Microsoft's figures are to be believed, this means Vista sales are flat. Turner's figures mean 20 million copies of Vista have been sold, on a wholesale basis at least, over the last two months, with 40 million sold in the first four months since the consumer launch in January.

But, despite the uncertainty, Turner seized the opportunity for a spot of publicity. "By our math, we eclipse the entire installed base of Apple in the first five weeks that this product shipped," he said.

A Microsoft spokesperson added: "Windows Vista is on track to be the fastest-selling operating system in Microsoft's history. IDC says that, for every dollar of Microsoft revenue from Windows Vista in 2008, the ecosystem beyond Microsoft will reap approximately $22 [£11]."

[FloridaWave]

Seagate FDE.2


A few yes or no questions....
Is Wave on (even if not turned on) every Seagate FDE drive ?
Can Seagate's FDE.2 provide enough security for Micosoft w/o Wave being turned on ?

May be dumb questions, but I need someone to dummy it down for me.



FW

[RootOfTrust]

Wavelongtime, very interesting find...

A Wave OEM, like Dell for example, delivering Vista encrypted on a Seagate FDE drive would seem to have obvious implications for bundling TDM, especially as it relates to enterprise models. I assume these encrypted Vista deliveries would start out on enterprise machines and would be delivered to enterprise customers. I see Dell/Wave possibilities here as well as Wave possibilities through any other OEM channel that bundles TDM. The article mentions Chinese whitebox makers who build machines that are ultimately top name-branded, including Dell.

Thanks for the fascinating find!

[New Wave]

Wavelongtime, what news from someone who's only posted 4 times! I'd say there's a chance Wave has been doing more with Microsoft than working on Vista for NAC. When a representative from the company with a consistent reputation for being a straight shooter responds to an inquiry on this article with "no comment," there's a good possibility something is up here.

[xxxxcslewis]

Here is a link to Charny article. Didn't see a link posted.
















http://www.streetinsider.com/Basic+Content/Microsoft+Seeks+To+Build+Chinese+Wall+Around+Vista+-+Sour...

[New Wave]

The Microsoft/Seagate/China plans...

It would be interesting to know if the subject laptops will come standard with TPMs. The Seagate drives don't require TPMs but they'll be more versatile with TPMs on board. The following procedure would seem to be more efficient with a TPM (and Wave client/server products) that could better measure the state of the Vista software needing activation:

In order to activate the Vista software, and thus turn on the computer, owners will have to contact Microsoft and prove the software isn't pirated. Once activated, the Seagate disk drive on board prevents the software from being copied and redistributed, the sources said.

This also reminds me of a good point made by Awk several weeks ago regarding the theft from a USB thumb drive of $15 billion worth of documents by a Boeing employee. Awk's point was that the data could have been stored on a FDE.2 drive and controled by TPM/Domain binding. As such, for Chinese customers to have continuing Microsoft services, whether for support or subscriptions, the use of the FDE.2 drives combined with TPMs, TDM, ERAS, EAS and EEE (for network access control) could provide a strong solution to maintain the integrity of Microsoft products sold in China.

And what's of further interest are the suggestions made in the article that this is a solution that will go beyond China. Could this be the beginning of global subscription services based on a trusted computing architecture?

China is the initial target market because the nation has been a hotbed for pirated software. It's estimated that in 2006, about 82% of all the software used in the nation had been illegally copied and passed on. "China's where all the action is, so that's where we're going first," one of the sources said.