Replies to post #223027 on Wave Systems Corp. (fka WAVXQ)

[matt25]

Jas: I'll bite:AMI-Wave news contemplated again

I agree the AMI-Wave news IS the Microsoft-Wave news, and it is worthy of reconsideration and substantial attention, and even deserving to be a motivation to BUY MORE SHARES. Below are paragraphs 5, 6 and 7 you cite, and they portend large revenues, because the solution--WEM--would seem to be the kind of backbone security every user, every Windows OS buyer, would obviously want on their deskto/laptop/tablet/mobile device.
My question regards the business model. Will it be:

1. WEM Licensed by Microsoft as a standard security support feature? My opinion, not likely. But possible. Even if it were, Wave would likely make less revenue overall on the per unit basis MS would pay, versus what either the PC OEM or the upgrade customer would pay
2. WEM Licensed by the PC OEMs, a la Dell. This could be for enterprise or consumer machines or both--the lines are blurring anyway. Would definitely be for defense industrial base and government at least. This could be very lucrative because of the pervasive need, at least in the enterprise/gov't worlds.
3. WEM Sold by Wave as an upgrade, a la ERAS (or in an upgrade suite with ERAS, etc). This is least lucrative, at least initially, because of the risk of not winning the sale, but could still be lucrative long term, if the trajectory of ERAS is continued and repeated for WEM.

Wave constitutes the next link in the trust chain with solutions designed to assure that the integrity of the secure boot is reported and attested to the enterprise network or Cloud service. Wave Endpoint Monitor, currently deployed in beta testing, uses the TPM to report on the success of the secure boot and leverages the chip to prove that the process has executed correctly. Endpoint Monitor can then prove to a Cloud service or to an enterprise application that the PC has booted in a known, good state. If a platform is compromised, IT can determine which machine is infected, and take steps to prevent it from accessing sensitive systems to ensure that critical systems and data remain safe.

"Securing the computer from power on is critical to the defense of intellectual property and the corporate infrastructure," remarked S. Shankar, President and CEO of American Megatrends. "AMI is pleased to provide Microsoft with the foundation of security for Windows 8, and to work with Wave to extend security capabilities that wouldn't have been possible in a legacy environment."

Steven Sprague, Wave's CEO, commented, "AMI and PC manufacturers offer great assurance that the UEFI components are trusted when delivered to the customer. Wave provides IT with a greater level of knowledge and trust in the boot process and assurances that only known devices are on the network. Knowing the identity of the machine and assuring the health of its BIOS represent significant strides forward in combating advanced persistent threats."

Overall point: Wave promises to be part of the fabric of the future of computing and connectivity, and that future is now pretty close. As close as Windows 8. Wave's present is not that shabby either, worthy of holding tens or hundreds of thousands of shares, IMO.

matt25