Hi orda,
The one about Intel?
I think you have to recognise the process here. There are few Wavoids with deep knowledge of the industry - with the capacity to derive an opinion independent of the information Wave provides them.
A lot of folks have learnt everything they know from Wave. What they are capable of doing is defending their knowledge base, which is built entirely from confirmation. But they have no knowledge outside the Wave bubble. They can't answer new questions for themselves. They know little about the competition, how different companies fit into the TCG architecture etc. The people who know that are likely employed by someone in the industry and we won't see those people posting.
Nor are Wave's investors inclined to criticise this structure. Criticising it leaves them with no basis for their belief. And frankly, we are all, to a great extent, taking the shared risk that the little insight we have really is motoring along the freeway towards us.
If you ask a question which is not strapped safely inside this vehicle of speculation and if other investors feel threatened by it, they will email their contacts at the company to get the official answer - hence the delays followed by the answers which sound canned, like someone else's voice. If they don't feel threatened, they will likely ignore the question, because they don't know the answer, nor do they know how to derive one for themselves.
That's how I see things at least. Sounds like the Wavoids are not concerned by Intel. We've been around that loop so many times that I suspect it isn't taken seriously anymore. I tend to agree that Intel cannot be the trust service provider (TSP), because the inter-trust framework is going to have to draw together equipment from different networks and some of these networks will not want to engage with Intel as a TSP. Either the market fragments (in which case Intel may succeed as a supplier of standalone services, but TCG is a failure), or it remains interoperable (in which case a TSP such as Wave may emerge as the market leader).
I am a lot less worried after New Wave's trip to the NSA conference. I don't see Intel competing for Wave's role in that market. If there are 6m endpoint/ERAS units in play, and the orders begin in 6-9 months (or 5-8 months now, I suppose), Wave's in a very nice place.
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