Just for reference, the operating system and applications see EV-DO, wi-fi, ethernet, dial-up modems and 3G/GPRS phone through a USB port as just another pipe. Any TPM based subscription or security model would be, for all inents and purposes, agnostic to the technology.
It's quite evident that SS gives us a lot of information during the CC's. The hard part is analyzing what was said and figuring out what it all means, and how Waves' vision and business plan will unfold. SS has already told us that first part of Waves' Trusted Computing business plan is:
"The business model of an emerging market is to get revenue from the chip vendors, from the OEMs. When they supply a technology ultimately to the end user who isn't even really aware of the full benefits of Trusted Computing. If we can participate in the revenue of teaching them what Trusted Computing is, that's great for our company in the early stages of this business. It also puts us in a great position to help upgrade those users in the market as the awareness of Trusted Computing continues to grow.
So we look at, for example, shipping a million units in two ways. One is with a great addition to our revenue. Secondly, it's a million sets of eyeballs in the marketplace who when they go to turn on Trusted Computing, they're going to start with the Wave experience and hopefully look to us to find the other features and functions that they would like to add to those platforms to enhance the capability of Trusted Computing in the market."
With Dell, Intel, STM, ATML, and perhap GTW, BRCM, and Lenovo(IBM) it would appear that Wave has been extremely successful so far!!
SS has also told us that MSFT Vista will subsume some of the applications that Wave is now fulfilling. Vista is still about a year away, so in the meantime Wave wants to get into as many boxes and on as many platforms as it can. Then comes Waves' long term strategy which is to leverage their being on perhaps 50 to 100 million platforms to initiate their subscription and service based applications.
SKS: In exchange for the services business. But that assumes the services business shows up. I mean, there are a bunch of pieces that have to happen in an organized manner to make this work. But I think we're in a good position to implement those and we'll see how they come together. But that's what keeps us very excited in pursuing this market, is a lot of people looked at the ST Micro agreement and are wildly enthusiastic that we finally got some revenue. We are as well. But the other way to look at that is, we just shipped our first million customers who when they go to turn on their Trusted Computers, which they haven't done yet, the first place they start is Wave.
And so maybe that starts to be a million units a quarter, then a million units a month, then a million units a week. What point does that volume get big enough where it becomes a really interesting number, like 50 million or 100 million or more. The market's potential is huge. And if we support a majority of the chip vendors, and by default then a majority of the OEMs, we think we're in a tremendous position to help the users realize what those services are. And so it's important then to go touch somebody like a company like Fiserv who supplies a few hundred or a few thousand back offices to the brokerage community. So that it just works, because at the end of the day this is all about convenience."
Perhaps SS was telegraphing an example of Waves' subscription based model when he used this example:
"This is the part that everybody has missed in the market about Trusted Computing, which is I sit in the Red Carpet Club while talking on my TMobile phone trying to figure out the User ID and Password to log my WiFi connection into the TMobile network. Now, why on my phone do I not have to log in to get the call, but to get my WiFi I've got to log in every time. Right? That's the problem.
When I add a Trusted Computing chip to my PC, I can put a certificate on my machine that says, "I've paid for my TMobile WiFi." Not who I am, just "I've paid." And then every time my machine sees a hot spot, it logs on. That would be so cool."
Remember SS said this is about interoperability, and "Convenience". Now we see the article you surfaced including Dell, a major Wave partner:
http://www.arcchart.com/blueprint/show.asp?id=377&qtabs=99999 In the US, EV-DO modem chips from Qualcomm will be embedded alongside Wi-Fi into selected models by Dell, Hewlett Packard and Lenovo (formerly IBM PC). Starting in the first quarter of 2006, Dell will offer customers the option of embedding EV-DO functionality into its Latitude series. HP also plans to offer an EV-DO-ready laptop in early 2006, while Lenovo said EV-DO will be embedded in its Z series available in October.?
Perhaps SS is just slowly walkingus down the "Yellow Brick Road", which will lead us to Vegas, BABY!
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