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kiwitaxi

12/29/07 11:13 AM

#156651 RE: TonyMcFadden #156646

Your opinion is shared by many.

svenm

12/29/07 9:32 PM

#156661 RE: TonyMcFadden #156646

Tony,
Good to see you post here! You're right, of course. But oddly enough, this time appears to be truly different! Wave actually has a product for sale that is being actively promoted in the mainstream press by two of the stongest tech companies on the planet. We know what their potential numbers are and we have a good appreciation for the revenues per unit that Wave should enjoy. Of course, what we don't know is whether Enterprise USA/Japan/Europe share our enthusiasm and desire for trusted computing. I'm happy to be betting on Dell and Seagate. It's unfortunate that the push by government is sadly lacking. By now one would have thought the DoD would be purchasing significant numbers of computers hardened with TPM's, using Wave's key management, and making it clear that encrypted hard drives are a big part of their picture. It won't be the first time that the government acts as the rear guard, IMO. I'm expecting a modest uptick in Q4, but that Q1 will be Wave's debutante ball!
Happy New Year!
Svenm