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rachelelise

09/22/05 1:16 PM

#95565 RE: Foam #95554

Foam

Other than highlighting security, there isn't a lot of marketing advantage for anyone to say anything until the infrastrucutre is in place and there are solid applications that people can use. The TPMs are going everywhere and in everything. There is a lot of common language being used about identity management, trusted networks, trusted drives and trusted computing in general. So even though there aren't direct on point announcements, everything is being built in front of everybody's eyes.

So I thought wavxmasters post was right on. Wave is trying to get agreements to have their stuff bundled, linked or mentioned by each OEM. As mobile gets revved up, they are trying to get a place there. As the gov't infrastructure is getting established, wave is there as well providng input and insight and of course making sure their products and services are in the mix and in the trials.

It may be all we'll see is increasing revenues as they get imbedded and then some guidance and clarity of the recurring revenue stream once they are in. But I would bet that we'll see one ot rwo seminal announcements at some stage linking Wave with someone notable. But when that comes is anyone's guess.