I agree whole-heartedly. Hopefully frank and knowledgeable talk might lead to good stock plays. Half the battle in this sector is trying to figure out which way technology is going to go, and which company is going to lead the way.
As far as encryption goes, the death of DES has caused quite a bit of excitement in the sector. What will be the replacement, and who might stand to gain with an accepted replacement? Below is a link to the latest news from NIST on their "competition" to replace DES with a new, improved Advanced Encryption Standard.
How significant will AES be? Will industry and/or consumers demand more? Something non-government sponsored maybe?
nist.gov
To save you the trip, here are the 15 algorithms that have made the cut thus far:
CAST-256--Entrust Technologies (represented by Carlisle Adams), Canada
CRYPTON--Future Systems Inc. (represented by Chae Hoon Lim), South Korea
DEAL--Richard Outerbridge and Lars Knudsen, Canada and Norway
DFC--Centre National pour la Recherche Scientifique (CNRS) (represented by Serge Vaudenay), France
E2--Nippon Telegraph and Telephone Corp. (NTT) (represented by Masayuki Kanda), Japan
FROG--TecApro Internacional S.A. (represented by Dianelos Georgoudis), Costa Rica
HPC (Hasty Pudding Cipher)--Rich Schroeppel, U.S.A.
LOKI97--Lawrie Brown, Josef Pieprzyk and Jennifer Seberry, Australia
MAGENTA--Deutsche Telekom AG (represented by Klaus Huber), Germany
MARS--IBM Corp. (represented by Nevenko Zunic), U.S.A.
RC6--RSA Laboratories (represented by Matthew Robshaw), U.S.A.
Rijndael--Joan Daemen and Vincent Rijmen, Belgium
SAFER+--Cylink Corp. (represented by Lily Chen), U.S.A.
SERPENT--Ross Anderson, Eli Biham and Lars Knudsen, U.K., israel and Norway
TWOFISH--Bruce Schneier, John Kelsey, Doug Whiting, David Wagner, Chris Hall and Niels Ferguson, U.S.A.
(More information about the AES is available at nist.gov. ) |