Cirruslvr, The AMD/WAVX news is significant on many fronts, for both firms. Not the least of which is a post-sale revenue stream for AMD. Right now, AMD's products become a liability once sold. If AMD shares the EMBASSY chip platform, and are hosted by a "Wave Enabled" device, AMD (and the PC-OEM, and WAVX, and ??) are positioned to receive a slice of every SECURE, METERED, PATENTED Internet transaction which the host device / Wave account owner processes. This is a huge competitive advantage for AMD.
For Wave Systems, AMD's alliance is a fantastic boost via gorilla acceptance and credibility, and more importantly, this is a major step toward ubiquity and the global paradigm shift in e-commerce toward "Trusted Client" computing, that George Gilder envisioned, and predicted long ago. George Gilder sits on the board of Wave systems, BTW!
Has Intel missed the boat? Let's just say that the boat hasn't left the dock yet, but this boat has nuclear power and the rods are white hot. Intel will be at a catastrophic competitive disadvantage IMHO, if they don't license Wave's technology, and soon! I just noticed today that Intel is the contact for the TCPA, or the Trusted Computing Platform Alliance. Guess who wrote most of the spec? Wave Systems!
Now, lookie what I found today, on the TCPA White paper:
The contact for TCPA is c/o Intel!
trustedpc.org
Methinks there's another gorilla in the mist!
Cheers,
Wooly |
