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Technology Stocks : WAVX: Wave Systems Corp.

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From: TREND14/12/2007 1:24:32 PM
   of 604
 
Very good post by Cactus Flower
covering the whole idea of TC .IMHO
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By: Cactus Flower in WAVX DD | Recommend this post (0)
Thu, 12 Apr 07 1:04 PM
Boardmark this board | WAVX DD Longs Board Msg. 06061 of 06061
(This msg. is a reply to 06055 by doma)
Gilder at least seems to recognise that a company thinking about TC, of which ETS is an important foundational part, is making a decision that implies major architectural change. The purchase of ETS is not divorced from its context. It is intrinsically a part of it.

wavxdd.com

I guess I'm not completely alone in grasping the nature of the change, which is the context in which Wave is selling ETS.

A CIO is thinking strategically. Do we have enough TPMs to make this new platform worthwhile? How developed is the product landscape? What prior examples are out there? What does this mean for our existing security structure in the long run? What will this cost and what are the benefits? How many people need to be trained and what will that cost? What kind of disruption will happen if I make this change? What happens if the early stage bugs turn into a nightmare?

He's got to make the benefits outweigh the costs in his feasibility study if he's going to make the decision to purchase.

I guess Wave is struggling to find the CIOs whose only question is - I wonder how easily the server software plugs in?

You must believe they are out there, I guess! ;-)

On the other hand, the purchase of TPMs and FDE drives fall into different categories.

Buying a TPM is more of an insurance decision than a commitment to TC. If TC works out, enterprises have got this cheap piece of hardware available to build their solution on.

And buying the FDE structure doesn't make enterprises commit to TC. It works with FDE drives regardless of whether a TPM is present.


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