"SEDs are expected to "lift-off this year."
http://electronicdesign.com/article/embedded/hybrids-cloud-mark-2012s-key-storage-advances-74690
November 20, 2012 01:59 PM Author: Teresa Worth
Yet another sub-market seeing lift-off this year is self-encrypting drives (SEDs). Originally stalled because of poor BIOS support, SEDs have slowly gained traction as support has improved. Now, with support essentially universal and volumes continuing to climb, this year has at last seen SEDs reach price parity with their non-encrypting counterparts. In the Seagate Savvio 10K6 model, for instance, there is no premium for the SED variant. Expect this to have a profound influence on encryption adoption throughout the industry and how enterprises go about performing drive retirement."
also note - retrospective discovery why SEDs haven't caught on. BIOS issues.
So this is the frustration. No one reveals the obstacles in real time. So as an investor, you have no clue why things aren't happening. The CEO uses the unsafe harbour to promote his fat pipeline. Nothing happens.
We simply have no idea about the obstructions because we are granted no perspective.
This is precisely why the harbour is unsafe. Not just because of what is said. But also because of what isn't.