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Re: If MS absorbs the client side

By: Cactus Flower in ALEA | Recommend this post (0)
Sat, 17 Sep 11 4:29 AM | 21 view(s)
Boardmark this board | The Trust Matrix 		Msg. 05851 of 54959
(This msg. is a reply to 05850 by Janicen)
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Hi Janicen,

Old name but different poster?

Maybe MS has changed its spots and has decided to honour other companies' intellectual property rather than to bury them in countersuits! Personally I would not expect to rely on the effectiveness of patents as a shield between companies of very different sizes.

But I think you misconstrue my post if you see me thinking the loss of Dell revenue - which is a hypothesis and not one I am certain about - represents something other than a short-run cashflow issue for Wave, or that the fork in the road is necessarily a bad thing.

The fork represents a point of decision: one path leads towards the sunlit uplands of TC adoption, from which I expect Wave to benefit hugely. The other, the path of excess optimism and poor cost management resulting in dilution and more misery. I don't claim to know which pathway Wave is likely to tread. I am happy that we have reached the point at which all the ifs become a when, and that this when is now.

Re the client side - SKS has said in the past it is his expectation that the client side would end up preponderantly in the hands of a company like MS. I am presuming that remains true, although you may be right that they have forged a position from which it is hard to remove them, and maybe the work of Thibadeaux and others means that is not MS' intention.

Bear in mind that whatever Wave has been offering on the client side up to now has not been sufficient to get users to turn their machines on in very large numbers. I sure hope MS is bringing some client-side excitement to this party.


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The above is a reply to the following message:
Re: If MS absorbs the client side
By: Janicen in ALEA
Sat, 17 Sep 11 4:01 AM 		Msg. 05850 of 54959

Hello,

I wonder if your analysis could possibly be missing the fact that MS can not subsume all of the Wave features currently bundled with Dell. It seems to me that you are jumping to conclusions that deny the existence of Wave protected IP that would only allow a very limited set of TPM services in the MS offering.
I highly doubt that there is this fork in the road you are talking about related to the loss of Dell bundling fees. The available published facts related to the ability of Wave to manage the SED and the pre-boot protection and loading of the software stack are protected IP. That would force MS either liscence from Wave, which would in fact make the Dell bundle meaningless as MS will sell far more copies of windows 8 industry wide, or these features would remain as stand alone features offered through the OEM.
What MS is describing at this juncture CAN NOT be accomplished by simply working around Wave. BTW, that is not an opinion. I can not tell you exactly how those details will unfold at this time, but what I can tell you is that you are right about Wave's hiring additional employees in anticipation of a rapidly expanding role in this market.
I must say I am surprised that this board has essentially missed this very important fact. Wave and only Wave provides the type of access to the opal compliant standard SDD and SED drive. Nothing MS has said in public thus far denies that fact. What has not been outlined of course is exactly how and who will be paying Wave, but please do not overlook this key ingrediant or secret sauce as it has been labled in the past.
Again, you are all WAY to quick assert that MS is taking the client side. I think if you revisit your own understanding of the use of the SDD/SED drive for the pre-boot verification of the authenticity of the bios and thus the authenticity of the operating system as a whole you will see that this is exactly what makes Wave a value added feature to MS as well as the TCG as a whole. I think you will find out shortly that this is indeed what Wave has been waiting to hear from MS for at least the last 10-14 months. You need to revisit this conversation from the standpoint of the purchase of the patents from on Mr. Thibideau.
Best wishes, as you are about to be much happier investors.

Janicen

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