Fake SHM Report
My notes
SKS gave the best presentation he ever has. His optimism was contagious and he generated a real buzz. You could see that the rest of the Wave team were as excited as he was.
The pipeline is growing. They are seeing tremendous interest since the RSA hack. They expect 20-30 of these to lead to orders within the next 6-12 months. They put the names up but I didn't catch any of them before the slide went down. They weren't sure when the orders would be signed. Lawyers!
Cell space is a huge opportunity. Can't tell you who they are working with but SKS indicated major players.
Everyone in the industry is looking at their work with PwC, the auto maker and BASF. Stay tuned for more news there.
US and UK governments are pushing forwards with plans to deploy TPM solutions. It's hard to turn an oil tanker, but once it is steering in the right direction, it is unstoppable.
Look for developments with their PC OEM and hard drive partners in the next 90-900 days.
I went into the meeting thinking waspish thoughts. But I left wreathed in smiles. Things are good, folks. Keep the faith.
Great to see weby, awk and New Wave.
.....
Nope. Haven't spoken to anyone either. I just know the game pretty well after all this time. Carefully not-quite-specific optimism. Enticing opportunities. But there's always an important detail missing. On tv, they call it the tease. Usually inserted just before the commercials. SKS is the master at it.
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(Wavedoctor, who attended, suggested the fake SHM notes were "on the money." 1260, who likes to talk about stock prices, objected on he grounds my post contained no facts. Barge, who moderates, deleted the post as OT. Wavedoctor, who attended, suggested the fake SHM notes were "on the money." etc)
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