awk: I'm happy my skeptical post gave you the opportunity to remind everyone about the broader perspective of Wave's opportunity to enable a trusted Internet ecosystem and collect fees from service providers that benefit from the hardware security the TPM and Wave can provide. You are right, that is the bigger picture. I have not lost sight of it.
My concern, or skepticism, has to do with the potentially huge opportunity of Wave getting paid from being in the box as part of Google's Netbook, like they are with Dell. That is a monster opportunity, and is what Barge and the rest of us have uppermost in our minds--projecting here, I admit--when we salivate about the revelation that the TPM will be built into every Google Netbook. If we are there from the beginning, like with Dell, well, that's a propitious and profitable situation in itself, besides laying the groundwork for the after-market services Wave can enable, which are still not much in evidence.
I'll go so far as to say Barge will be right if Wave is paid to be in the box with Google as the software that turns on and manages the Google Netbook TPM. Instantly Wave becomes an overwhelming consumer phenomenon of global proportions and is publicly crowned the unsurpassed leader in the new world of TPM-centric (hardware-based) Internet security. If Wave is announced to be in this position, then no doubt they should have the opportunity to build on it by offering trusted services that take advantage of the TPM and would be looked to by the likes of Dell and Google to enable those. This is where I hearken back to what Steven has hinted at over the years, and what I hope Wave has engineered and has in the closet, waiting for the chance to spring on the world and catapult Wave's long-term earning power: TPM-enabled services.
So, yes, I get it about the services and the secure network and all the devices touching it. Yes, I get it. But my question and concern is, will Wave actually have its coming out party to the consumer as part of the Google Netbook offering? Will Wave be in the box?
That to me is a big question mark, and I refer you to the example of the other consumer juggernaut, Apple, whose computers do have TPMs in them but don't have Wave, and seem to have no need to have Wave.
So the question of a direct Google-Wave tie-in is one of good long term or great right away:
-No direct tie-in: It is good in the long run to get TPMs in consumer devices that Wave can later capitalize on
-Yes, direct tie-in: It is great immediately. Wave is in the box with Google, maybe even offering secure consumer services out of the box, and thereby validated as the consumer-TPM management and services company, with accompanying share price rocket ride.
matt25
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