I'm impressed that Gilder is on the BOD of WAVX,&Wavx is starting to sign Deals !
"IBM/INTC/AMD/CYBER-COMM = WAVX
Over the past few days a lot of information has been posted relative to IBM/INTC/AMD It is fair to assume, IMO, that these companies are, at present, the most influential direction providers.
I have compiled some of the posts below and added some of my comments. I am now convinced that E2 is going to be adopted by AMD/IBM/INTC/CYBER-COMM which also means TCPA=E2 (For credit the links to the posts and their authors are listed)
Cheers
awk
IBM
ragingbull.com
BM Upgrades Set-Top Chip... Samsung is among the first customers for the new IBM chips. So, as an alleged embassy manufacturer, is samsung incorporating an embassy into the IBM Set-Top Chip?
ragingbull.com
The IBM solution is competiton for NSM's Geode (I think). Is their platform spec'd for EMBASSY is the multimillion dollar question? I would think that so much hings on TCPA- if we become the TCPA solution, then IBM (as TCPA founding member) I anticipate would include EMBASSY. Just my opinion of course.
AWK: IBM can not swim against the current alone. Why would they even want to??The don't have the METER and they NEED it. Meter = WAVX
INTC
wired.com
Intel Nixes Chip-Tracking ID
by Declan McCullagh
3:00 a.m. Apr. 27, 2000 PDT
Hoping to avoid another campaign by privacy activists, Intel has decided not to include a controversial user identification feature in its forthcoming 1.5 GHz Willamette chip.
Interesting additions quotes from Intel.
Here are some important comments from Intel officials which were not in the original Wired article. Note that they made the decision "earlier this year" so they have had time to come up with a different solution announcement of their own and yet they have none. This is bullish for Wave. It looks like Intel has almost completely abandoned their security efforts except for a random number generator. If one didn't know of the existence of the TCPA one would think that Intel no longer believes in hardware security and thinks security can be handled sufficiently by digital certificates. Fact is that Embassy works with digital certificates by making them more secure and Verisign was an original partner when Embassy was unveiled. Bruce Schneier, quoted below, was also a paid consultant for Wave at some point. He received several thousand shares I believe for his work. This announcement by Intel does not mean it has decided to use Embassy, but their decision is clearly favorable for Wave and nothing that Intel has stated about the future of security would make one believe anything other than that Wave is at the right place at the right time. Finally.
ragingbull.com
"The technology [has] moved on," he said. "The industry is moving toward digital certificates. We're going to move in that direction ourselves."
crn.com
"We made the decision earlier this year," said George Alfs, a spokesman for Intel (Nasdaq: INTC) said Thursday. "We are not planning for (the chip ID) in our next processor."
Alfs said the rise of digital-signature technology has made the need for chip IDs obsolete . . .
Intel said privacy arguments were less of a factor in the decision than digital-signature technology. "The technology has moved quite quickly," Alfs said. "With digital signatures you can do a lot of the functions that we had envisioned doing with the processor serial number." Its uses could have included authenticating customers for e-commerce, secure network management and secure e-mail.
AMD
wavesys.com
AMD AND WAVE SYSTEMS TO ENABLE ADVANCED SECURITY FEATURES FOR COMMERCIAL AND CONSUMER COMPUTING
SUNNYVALE, CA-MARCH 27, 2000-AMD, a leading supplier of integrated circuits for personal and networked computers, and Wave Systems Corp., a provider of electronic commerce, content distribution and security services, today announced an alliance to integrate new security functions for commercial and consumer computing. These advanced functions will enable personal computers and emerging information access devices to assume a key new role for secure delivery of content such as music and video, as well as a full range of e-commerce transactions. Users will have a stronger set of tools to protect the privacy of their sensitive information such as electronic identity and credit card numbers. For the content industry, this will provide a major step forward to implement new distribution and buying models while providing protection of the intellectual property of artists, authors, and performers. For the corporate world, key new content protection features will provide enhanced security for documents as well as enable secure options for remote access, business to business virtual networks, and authenticated network logon.
AWK: How does one place the AMD deal into the WAVX puzzle? Look at this:
I guess it's fair to say that E2 will only be successful if "everybody" is going to use with E2
Why would AMD take a risk and announce something that might not come to fruitition?
AMD decided to announce the deal with Wave, because they "know" that TCPA + EII = STANDARD
Cyber-COMM
Wave Systems and Cyber-COMM Announce Extended Partnership at Paris Conference on Secure e-Commerce
National Library, Paris, France & San Jose, CA - April 18, 2000 - Today, during a conference on Secure e-Commerce attended by senior representatives of the International financial community, Wave Systems Corp. (NASDAQ:WAVX) and Cyber-COMM announced an extended partnership to provide greater security for the consumer, merchant and credit card issuers when carrying out financial transactions on the Internet. This innovative approach also provides a platform enabling new distribution models and consumer experiences for network delivered content and services. Wave Systems Corp., a provider of electronic commerce, content distribution and security services, further announced today that Cyber-COMM, the leading provider of systems for secure payment transactions on the Internet, has certified EMBASSY as the preferred method of implementation of Cyber-COMM's specifications for Level 5 secure smart readers.
ragingbull.com
AmEx is using the Gemplus solution. If Gemplus wants to field their solution with CyberCOMM, they will have to take EMBASSY on board. I think Gemplus will do that... If they do spec their readers to take EMBASSY to meet the specs of CyberCOMM, it stands to reason that perhaps those same readers will become available to AmEx.
It was conceded that the CyberCOMM acceptance of Wave was only for a suggested solution. My statement of, "AmEx is using the Gemplus solution. If Gemplus wants to field their solution with CyberCOMM, they will have to take EMBASSY on board" may have been too broad and that Gemplus or any other reader manufacturer might produce readers that do not confer the recommended specs from CyberCOMM. However, I refer back to my thoughts of explicit vs. implicit acceptance. I think that the "suggested" CyberCOMM solution will result in a tacit mandatory acceptance.
I also refer to the formula:
X + Wave = CyberCOMM
Where X = all reader manufacturers;
X sub 1 = Gemplus
X sub 2 = Compaq
X sub 3 = ActivCard
X sub n = all other reader manufactures. |
