Replies to post #216858 on Wave Systems Corp. (fka WAVXQ)

[aleajactaest]

Hi rick,

phone and data is available elsewhere.

But I think the US is where things look interesting.

I think I am seeing a path towards wd's dream via a market-based rather than a government-mandated rationale.

Here's the new hypothesis:

The MNOs see that the way things are rolling, companies like Skype are going to run a wedge between themselves and their mobile phone customers. So the mobile fee models they have used cannot last - although of course, they will hold onto them as long as they can.

They also see that their plans in the applet universe are likely to end up frustrated: the multi-platform environments of the OS makers and their overwhelming success in the mobile space mean that the MNOs will not be able to deliver the developer communities they require to build critical mass.

So the MNOs are headed towards a different model: they know about access control; they probably see themselves as very capable as authentication providers; they can manage the process of applet delivery; they are setting themselves up as the provider of transactional services using the ewallet ...

Well, that makes them a trust service provider more-or-less, doesn't it?

Instead of seeing them as antagonistic to the deployment of Wave's services as I have suggested, or somewhat irrelevant in the face of the banks as weby has suggested, or unable to prevent Wave's engagement in the enterprise market as Root has suggested, or needing to be pushed aside by a government imperative, as everyone has suggested - perhaps they will be Wave's willing supply side customer in the consumer marketplace and the mobile equivalent of Dell in the enterprise marketplace.

The MNOs will deploy a new ETS for mobile client software and embed it in the phones they distribute. They will license the use of Wave's trust assurance networks in consumer markets. While Wave sells its ERAS services in the enterprise market. A vast, invisible, interoperable, mobile network of smart, trusted devices.

So instead of thinking of the MNOs as providers of proprietary mobile phone services, they will gradually move over towards becoming licensed providers of interoperable trust services on a mobile service backbone. Wave (and others) will provide the underlying services that make the trust matrix vibrate with the traffic of valuable data.

Now that would be nice.