Doma - Isn't that the same story for everyone though?
I'm not excited about Dell shipping TPM desktops because I think they'll bundle or promote Wave's ETS or KTM (although that would be nice). I'm excited because Dell sells more computers to enterprise and ultimately consumers than any other manufacturer. Therefore, I believe that TPM's will proliferate the market faster because of this and the need for attestation for everything digital will be sped up.
Unfortunately, the tools like ETS and KTM don't get me as excited about this investment as the thought of Wave owning IP that may be required to interoperate between platforms. Intel's recent announcement of the Trusted Computing chip for cell phones is to me the most exciting announcement I've heard since July 31st, 2003. The need for cell phones to talk to servers and other digital devices securely will become the biggest opportunity for the Trusted Computing industry ever.
Everyone carries a cell phone no matter what the age these days. People usually buy new cell phones at least once every two years. People want to be able to run their lives from something that fits in their pocket and doesn't require them to be sitting at home. The cell phone is where the ultimate money is for this industry. Why do you think Intel decided to build the chip? Why did Sprague use an example of a new parent sending a picture of a naked baby to Grandma last year in a conference call where it can be ensured that the picture is sent only to Grandma. Wave gets this and so does Intel! Attestation, metering, application programming, it is these parts of the Wave offering that I get really excited about. It's the reason Barge's Infinium find a few weeks back is great. It's not so much that Infinium alone will make Wave a million dollars, it's the fact that the industry is starting to talk about and make the Trusted Computing grid a reality where TPM's will be in every device in order to securely enter the grid and have access to all video games immediately and be charged only for the time you actually play the video game. There are so many possible applications and web services still to be created that will get both companies and consumers excited.
It is the fact that these things are becoming more the norm and that Wave has the Embassy OS that it will license to the new digital world that gets me more enthusiastic about this investment. I still see it as a few years away of course, but the initial tools are there only to get us going. As we've already seen, the Gorillas can make the utility software and will be direct competitors with Wave in a few years when Wave has reaped some revenue to keep it going. But I believe Steven is in this investment for the hopes of making billions in the new digital world from the Embassy OS and not for the intitial utility software and services.
Whitewash posted a few months back about a program that was on the Food Network about the digital kitchen where you could call on your cell phone and start the oven or download items from your refrigerator that you need to get at the store. I believe it is this world that will again create another stock market bubble near the end of this decade and I believe Wave will be right in the middle of it all because this new world will not be a reality until the hardware is deployed and there is an OS that allows each of the platforms to interoperate securely.
In summary Doma, it's not so much for me that Dell will promote and sell ETS and KTM as much as it is one of the large steps that will make interoperability among all things digital a reality much sooner than later.
I believe when Sprague says we own the space (BTW, he said this as recent as a few months ago) he is talking about the patents for the Embassy OS and not because he is providing these first-to-market software tools. Sprague always says first-to-market because he knows there'll be a second and third and fourth and that he will not own this space. So what space is he talking about? It's the provision of interoperability between platforms that I believe he is talking about.
Once again, thanks for your find.
Steve
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