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Re: Tablets

By: tkc in ALEA | Recommend this post (0)
Thu, 31 May 12 3:26 AM | 73 view(s)
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Msg. 08181 of 54959
(This msg. is a reply to 08177 by 4321)

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Hi Dreamer, first I admit to not being able to discern actual progress which I blame on Wave's interest to obfuscate via acronyms, tech speak and legalese. I actually do think I'm bright enough to comprehend clarity - most times. To date, w/ few exceptions Wave has chosen fuzzy PRs. With few exceptions those fuzzy PRs have not amounted to much. History and logic suggests that this occasion will not be different.
That said, I agree as I also saw this as $.75+ per Samsung PC w/ a TPM. To me the only questions were how many, how soon and how fast a ramp. Dig attempts (as have I) to determine answers as it really is revenues that matter in a relative time frame. End game is interesting but to me it simply boils down to Buck$. Thanks for your diligent DD and willingness to analyze and share.


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The above is a reply to the following message:
Re: Tablets
By: 4321
in ALEA
Thu, 31 May 12 2:38 AM
Msg. 08177 of 54959

Dig,

I do hear what you are saying and trying to wrap numbers around. Samsung is very fuzzy around publishing hard numbers on most of their products as I understand it. The fact that they are just getting into supplying TPM chips in the x86 arena makes it even more difficult. They want to supply other OEM's as well for their products so who the hell knows what kind of number to attach to "what price per Box". My gut tells me it won't be any cheaper than what Dell pays per Box. Now complicating things is the TSS (Trusted Software Stack). Does Wave get a nickel per TPM for supplying it and say $.75 per Computer with a TPM??

Don't know and really don't care (seems strange I know) but I'm really interested in how all the end points get the TPM/MTM functionality because with out them (and the SED's) Wave will never make the big dollars (licensing fees).

Do not want to get into the "applet" discussion at this time, as it is still a ways a way JMHO


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