Replies to post #161963 on Wave Systems Corp. (fka WAVXQ)

[Weby]

Wildguy

fwiw I just looked and as of October -- Gateway was the largest single shareholder in MPC. Does this mean that Acer owns MPC?

My point is not the nitpicking, it's that we simply don't have any solid indicators to make many assumptions. BEFORE I care about HP, I care for DELL's pipeline to convert to FDE and then upgrade to ERAS. ERAS is Trusted Computing. It's not about TPMs. It's about managing the keys. I could defend and damn SKS - the magician for keeping us AND ALL THE COMPETITION focused on TPMs WHILE he was building to tools to make them useful.

Now the question is how quickly will tens of millions be turned on once THEIR USABILITY IS PROVED AND UNDERSTOOD. I've always been in the camp of people who believed the process would be educationally long, but once something is UNDERSTOOD to be USEFUL EITHER FOR PROTECTING ASSETS, GENRATING ASSETS, or PREVENTING LIABILITY -- News can spread very fast in our culture.

Lenovo and HP are both positioned to jump on the bandwagon and they have not jumped so far because there has been no bandwagon.

I just finished reading months of posts from 2007 complaining about Dell not providing timely Embassy support for Vista.

It's been a far worse challenge to get the bugs out. That's why first mover advantage is often not enough. It's possibly also why the publicity has been so limited from Dell. SKS said he had product to sell three years ago. What he didn't say is that he had product to sell to the OEMs. That job (planting flags) came before SELLING THE ENTERPRISES. That part of the GROWTH has been going on for only a quarter. This quarter's numbers will increase a million or so from last if anything happened at the starting gate. There may be stealth, but there are no secrets. Everybody -- competitors, Wavoids, the IT community are all watching and waiting to see what happens next.

Does the ABSOLUTE NEED for hardware trust start growing like a vine or does the system need some catastrophic collapse before the vine finds fertile ground. We've been waiting for the DoD for a long time. The FDE drives HAVE changed the conversation. In another few months of selling these -- the difference between hardware and software security aided by the Princeton hack will permeate into CIO and CEO consciousness.

I don't know about you, but I love hockey sticks. The game IS changing. Let's see what it looks like as the numbers grow and HP and Lenovo are given issues BY OUR COMPETING. In some ways, we always forget that Dell and Wave are THEIR competition -- if and when our numbers hurt their numbers.