Replies to post #234801 on Wave Systems Corp. (fka WAVXQ)

[aleajactaest]

Hi Blue,

No one (which includes me) is saying NSA is the only obstacle to Wave's progress.

There are several plausible obstacles. I've been pointing them out for ages. You have too. eg in mobile, "some" argued with much of Wavedom that the MNOs (aka the carriers) were a major stumbling block to TC adoption because the current bottleneck serves them well. SS recently admitted the same thing. [scuse the faux "some"]

And the NSA represents a TCG environment issue more than a Wave-specific one. I think any government adoptions are likely to be parked in neutral until the post-Snowden top-down policy review is complete. The review may work in favour of TC if a decision is taken to strengthen permissioning and to tether sensitive data to devices. But until it is done, I don't expect any immediate orders from USG.

Finally, as Wave is a US "trusted" software provider, and US providers have been thoroughly tainted by the NSA's influence, and the development of TCG at least gives the appearance of NSA involvement, it's going to be hard to make a breakthrough outside the US for a while.

So I see things differently from you and waveduke. I'm fine with you disagreeing with me. But I'm comfortable with my own rationale at present.

[New Wave]

Blue, Solms is a very smart fellow and would not have joined Wave after much personal due diligence if he didn't believe there is real value in their core products. I would wait until the next cc when he can personally describe which products he feels have the strongest market potential.

There are two product lines that are currently experiencing demand from the market, neither of which has a bearing on government or mobile. One is for management of OPAL drives in either individual enterprises or the Wave cloud. The other is for management of TPMs as virtual smartcards in PKI based enterprise networks. This demand is coming from companies wanting to replace the use of tokens. What's telling is that this particular product has been available since it was used by PwC about 2 1/2 years ago, but recent interest in this solution is from companies that managed to find Wave, not the other way around. Opportunities have simply fallen in the laps of Wave salespeople.

Solms is market savvy, so look for him to refocus Wave's marketing efforts and develop the means to more effectively tap demand for the company's key products.