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To: voop who wrote (31744)	9/16/2000 8:42:07 PM
From: Jason W	Respond to of 54805

Gilder raves over NTAP Pardon me if someone already posted this. Here is the link: biz.yahoo.com Sounds good to me. Criticizes EMC a bit in the piece. Jason W long NTAP, no position in EMC

To: voop who wrote (31744)	9/16/2000 9:20:13 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

voop, << And its ECC is regarded as important enough to become an ANSI standard >> I'm really not sure, but I don't think ANSI X9.62 is "its" (Certicom's) ECC, or exactly how ANSI X9.62 fits into the overall ECC framework. It is important that ECC is getting through some standardization. PKCS #13 evidently has a ways to go. This I think I'm reasonably sure of. Unlike Qualcomm, who has essential IP in virtually any implementation of mobile wireless CDMA, Certicom does not have essential IP in any implementation of ECC, only its own implementation of same, which they license. Still trying to get to the bottom of where Certicom makes money, or will make money. << Isn't Qualcomm a company with a patented version CDMAONE, CDMA2000) of a public domain technology? >> Wireless mobile CDMA is not public domain technology. It is patented Qualcomm technology at least as it is implemented in cdmaOne and cdma2000 (to date at least - convergence with Chinese TD-CDMA for 1xEV potentially changes this somewhat, as there could be some cross licensing) and the real essential stuff carries over to WCDMA. Some Qualcomm IP may become public domain in a few years, but they may have opportunitty to renew or have updated patents that essentially supercede older ones. Some CDMA patents had lapsed into public domain, before Qualcomm took their own initial patents. Is that the case with Certicom? I don't know yet. Haven't gotten that far. ECC is public domain technology from get go. Since last week RSA is public domain technology. A question I have not yet determined, probably won't determine in detail, is whether or not Certicom will derive any significant revenue, from licensing of its patented ECC technology. We know that in the case of RSAS, this revenue was relatively insignificant, compared to their overall revenues, which primarily were derived on whole product end to end solutions and the components thereof (SecurID, Ace Server, Keon). Still trying to figure out a basket in PKC based e-security/m-security and whether a tornado is anywhere in sight. - Eric -