Replies to post #57456 on Wave Systems Corp. (fka WAVXQ)

[rachelelise]

Foam

Wave's tools are available for purchase so Atmel doesn't have to do anything unless they think it improves the marketability of their product. You are correct that in the absence of something more concrete, it could occur at the OEM level. As for what Wave says, there are plusses and minuses and their public perpsective might be tied to the hand they are playing.

[Doma]

Foam......Atmel.

Atmel has two choices.......Bundle Wave's
ESC & CSP as ST Micro did.........OR......
Develop their own software from turn on to
key management to CSP.
The problem Atmel would face developing their
own would be their ESC & CSP would only work
with an NTRU TSS while Wave's works with
an IBM/Infineon/NTRU TSS.This would set them
at a disadvantage to ST Micro & NSM who would
be offering Wave's ESC & CSP as well as other
TPM manufacturers that chose NTRU's TSS &
Wave's ESC & CSP.

I believe Atmel will Licence Wave's ESC &
CSP as well as NSM....it's just a case of
waiting for the announcements imo.......
They will be two more sources of revenue &
the PC OEM relationships thereafter using
ETS will be further sources.......


Doma.

[Wildman262]

Foam, I've heard the comments that you are refering to. Wave stated that make more money selling the software directly to the PCoems rather than bundling with the chip guy. But, we've also heard that most enterprises want a clean image. If that is the case the customer base is suddenly a lot smaller. I'm sure there is answer. In all of this, you've got Wave saying they are in the right place and right time, they can see the millions of volumes coming from the oems etc.