Dude
If Infineon is looking for a buyer than I doubt it if they'd be interested in spending a lot of time and money to compete with Wave, not that they'd be able to succeed! Can you say "Interoperability" ?? Well I bet Infineon can't! I hate to keep reposting these words from SS, but Waves' goal is to be in "EVERY" computer and on that it's on "EVERY" TPM platform. Then Waves' ultimate business plan can unfold! From 2nd Q CC(Thanks Unclevername)
"That interoperability is one of our really important advantages in the market and it's what's helping us to bring our brand and our services, ultimately all the PC vendors would be our goal."
"So we've worked very hard and our technical team has done a tremendous job of building the security interface that is the same for all of the different silicon that is currently available in the market. So, it works on top of the Infineon platform, on top of the Atmel platform, the ST Micro platform, the Winbond platform, the Broadcom platform. We provide a common set of functionality so that any third party application vendor can write to the Wave software tools and fell confident that it will run on any implementation of a Trusted Platform Module in the business. That interoperability is one of our really important advantages in the market and it's what's helping us to bring our brand and our services, ultimately all the PC vendors would be our goal."
Wavxmaster
PS
SKS: And that's where we're headed. So we'd happily give up the ten cents per machine market a few years from now...
Christopher: Right. I understand.
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."
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