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loose change

By: Cactus Flower in ALEA | Recommend this post (0)
Fri, 01 Mar 13 8:52 PM | 98 view(s)
Boardmark this board | The Trust Matrix
Msg. 12729 of 54959
(This msg. is a reply to 12726 by Cactus Flower)

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I give up on the restriction on dd board criticism.

They are pumping like crazy a point that has been obvious - even before 2004, good golly.

And the ones doing it are the same folks who have been most vociferously wrong about the timeline all along. It seems they have learnt nothing.

We all know what Wave does.

Wave provides enterprise services which support security hardware embedded (or virtualised) in end user equipment (PCs, phones etc) connected to the super-network (ie internet, mobile network, financial network etc).

This creates a system for the use, storage and exchange of information which is intended to provide added protection to users and their machines. It also permits trusted machines, software and their users to be identifiable.

Wave sees a trust matrix of valuable and/or sensitive information developing online. This includes content, financial, defence, identity and other sorts of data. They theorize this kind of data will naturally move inside a more secure architecture once the choice is available.

In sequence, they and the industry believe the enterprise market will adopt the architecture first and consumers (the sort who are not enterprises) second. barge, of course, thinks consumers will launch the market.

So the TPM was first introduced into enterprise PCs. The installed base is somewhere north of 300m units (Sprague ignores retirements in his numbers). Then secure hard drives were added. Then changes were made to the network to protect network connections. etc.

Now the architecture is being extended for use in the mobile phone marketplace.

Wave's enterprise server products will morph across to support the phone market, of course.

As usual, what aren't mentioned are the obstacles.

Known obstacles include the fact that:

1. mobile service providers are resistant to changes which remove control over consumer identity and security from their own hands.

2. enterprises seem not to be rushing to adopt a platform the hardware for which exists only in a portion of the machines which access their VPNs.

3. software solutions, on the other hand, may more easily be installed in legacy equipment.

4. thus wave inevitably finds itself trying to supplant incumbent service providers.

So they are headed around the same loop again.

oh joy.


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The above is a reply to the following message:
Re: Wave is not in silent mode
By: Cactus Flower
in ALEA
Fri, 01 Mar 13 7:54 PM
Msg. 12726 of 54959

absolutely.

they keep developing to keep up. but sales are few and far between.

hence they keep on diluting the stock.

it may succeed one day. but owning a dilutive stock is miserable. my guess is it is at least 3 years away from a mass market opportunity. so i expect the misery to continue.


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