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Re: Incumbency

By: DigSpace in ALEA | Recommend this post (0)
Fri, 16 Mar 12 7:32 PM | 43 view(s)
Boardmark this board | The Trust Matrix 		Msg. 06863 of 54959
(This msg. is a reply to 06862 by Cactus Flower)
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yea, there's snackman but he seems to usually recover boilerplate, awk considers the idea idea of looking at trees to be a fundamental affront to forest viewing, NewWave? otherwise its the CC where the mixture of boilerplate and their remarkable inability to control the conversation well enough to be clear. I'll pop an email, its going nowhere. I know that the TPM drivers have been removed from ETS for some time, that one is to get those directly from BRCM. Unix says he has DCP in the box and can only find "Wave authentication" in the registry, but that would seem to indicate it is somehow in the box. One possibility is this: the Dec'09 amendment to the Jan'09 amendment which called for another royalty increase stated that is added increase could be cancelled in 30 days. As the increases in royality were part of a more robust ETS, perhaps Dell is scaling back to a lighter ETS. That still warrants an 8k IMO.


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The above is a reply to the following message:
Re: Incumbency
By: Cactus Flower in ALEA
Fri, 16 Mar 12 7:10 PM 		Msg. 06862 of 54959

Hi Dig,

This is important enough that someone with access to the king's ear will find out wassup.

I agree with you that dropping ETS before Win8 makes no sense from a Dell perspective. And there's certainly an argument for keeping it thereafter as well. Some folks are arguing it is there but unacknowledged within Dell's Control Point software - which leads to your point about branding.

So I am not alarmed by what's going on with Dell, but I am a little surprised and a little curious. Obviously if there is a break in the cashflow, that is a problem. If so, maybe Dell has decided that perhaps it is Samsung's turn to promote innovation in the trust zone. Or that it is time Wave supports itself.

Even so, there are clearly enough TPMs in the market for Wave to have a rich target environment for ERAS sales. And as Wave will support MS' efforts with Win8, ERAS will continue to be saleable whether the client software is embedded or not.

And the DoD opportunity is immediately ahead and it is one Dell will surely be interested in. Opportunity is very large, which will draw in the big fish on the services side. It is also multi-platform, so a number of incumbents whose scope is defined by legacy criteria (eg OS or processor competition) may also be excluded from the market.

So how much of the ocean can Wave swallow?

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