Hi Alea
Wow!
First off, allow me to apologize for my tardy response. I was on the past 4 days/ 3 nights on one of these cheap Carnival Cruise Ship's from Long Beach to tourist traps in Mexico. The Carnival ships have a monopoly on engine falilures in the middle of the sea, including the one a few weeks ago on the Gulf of Mexico. I take the cruise about 3 times a year primarily to recover my loss of sleep and to stay away from the Internet, most particularly Wave message boards.
Your way over the top kind words does reveal one basic commonality that I think we both share---a love for original and independent thought. What is really fun is when someone debates the substantive thoughts of a post by actually addressing the assertions in a concrete and specific manner. If I'm in a bold or masochistic mood and present specific reasons why TVTonic still remains a very valuable potential asset(ie patents) once Internet TV eventually breaks into the living-room space to become part of the trust ecosystem it is rare that anyone will agree or disagree based on the reasons I offer.
Of course, my greatest strength is recognizing brilliance when I see it.
This post of yours back in 2006 remains startling relevant today.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=15688752
barge
Wednesday, December 20, 2006 9:54:07 AM
Re: None
Post # of 230021
Alea, "the Thinker", just had a spasm of brilliance over at Awk's AB board. For those really interested in understanding Wave and its evolution, I suggest carefully reading this nicely compacted essay.
http://www.atomicbobs.com/index.php?mode=read&;id=136195
Hi Diggy,
The proposition that MS, Intel or Cisco will play an intermediary trust role seems to me to be laughable. It isn't about scale. It's about constructing a market in a way that it can function. They've been getting it wrong for years and they finally realised it. Regardless of all the hubris that attends size, being big doesn't necessarily make you seem to be trustworthy. That is what the formation of TCG recognises. The framework of trust works in a completely different way. Cooperation, sharing, integrity. These kinds of things, as opposed to paranoia, steamrolling, bullying, forced subsumation or what you will.
The technology incumbents are proprietors, not diplomats or bridge builders. MS knows Citigroup won't trust them with access to their clients' personal details, or the structure which secures them. Intel knows consumers don't want them to scratch identity features onto their chips. Their main businesses operate as a form of hindrance to some of their ambitions in the trust marketplace.
But they have an interest in having valuable data begin to move within a secure framework, even if they cannot dominate the environment TC creates. That is what they need to have happen for all kinds of reasons. Intel wants to sell more chips, and MS more units of software.
It isn't about scale. It's about rationale. Wave happens to be operating in a layer that most of the elephants cannot address because of their size. Lil' ole Wave can dance between the elephants feet precisely because it is a mouse. MS cannot build trust between the internet and the mobile network. Nokia doesn't trust their motives. Intel cannot build the software interface to the TPM for Seagate: Seagate is offering an alternative process for encrypting data to Intel's microprocessor.
That's the whole point. If it was possible, it would have happened. The fact it hasn't is significant.
As it happens, the networking industry is going through the same discovery process. Cisco is trying to dominate NAC. It is finding it cannot, for the same reasons MS couldn't dominate the trust platform.
Re Wave revenues: I've talked about that at length. I'm on a different timetable to you. It's about gravity. The more units are in the marketplace, the more Wave's opportunity will grow. I don't know that Q4 is the pregnant moment. I've a longer gestation in mind. But if it is, I expect plenty of teething pains at first. If I had 25,000 units, I'd certainly spend a lot of time testing a new product before making a decision.
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