Tern Share Discussion Threads

[still waiting] 20/7/2018 10:16

more interested in trustonic, owned by....

[ebomber] 20/7/2018 10:14

Note the slide makes full reference to Rambus and Keyscaler.

"Our products are integrated into tens of billions of devices...."

Rambus. Makers of Better.

At Rambus, we create cutting-edge semiconductor and IP products, spanning memory and interfaces to security, smart sensors and lighting. Our chips, customizable IP cores, architecture licenses, tools, services, training and innovations improve the competitive advantage of our customers. We collaborate with the industry, partnering with leading ASIC and SoC designers, foundries, IP developers, EDA companies and validation labs. Our products are integrated into tens of billions of devices and systems, powering and securing diverse applications, including Big Data, Internet of Things (IoT), mobile, consumer and media platforms.

This is just the beginning. We will continue to develop breakout products and services in a collaborative, synergistic way with our customers and partners, while continuing to look far into the future to solve the difficult technology challenges of tomorrow.

[riot2] 20/7/2018 10:13

Johnma trying to slience the idiot.

Who would feel threatened by that sock puppet lol

[loughton] 20/7/2018 10:12

Are you Dyslexic Idiot Stelios in disguise?????????????????

Johnma20 Jul '18 - 10:09 - 110361 of 110363
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Never you thoughts are clearly not required.

[gobstopper] 20/7/2018 10:12

If you cannot bring yourself to filter him,then stop taking the bait and responding and he will go away, now where are those sellers!!
GLA

[ebomber] 20/7/2018 10:10

Excellent post and LINK with ppt slide dated 13 June 2018.

Dominent market position.

jamonit - 14 Jun 2018 - 11:58:35 - 100346 of 110353 TERN, encrypting the cloud and Internet of Things. - TERN
Keyscaler provides 50 to 75% of the security functionality in the IoT....



(thanks Mr Beaver)

[johnma] 20/7/2018 10:09

Never you thoughts are clearly not required.

[riot2] 20/7/2018 10:07

Johnma,

Getting desperate.

The 23% scandal really caught you out.

Oh deary me.

[loughton] 20/7/2018 10:00

Dyslexic Idiot Stelios at his best!!!!!!!!!!!!!!!!!!!!!!!!

kkrriiss2 20 Jul '18 - 09:57 - 110354 of 110355
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Swiftnick it a couple month old tweet i should have stated his 120p still stads

[still waiting] 20/7/2018 10:00

andrbea, I think the pricing is 30p per device per month.

[sweepie2] 20/7/2018 10:00

Reason for the return to flat

[stentorian] 20/7/2018 09:59

jamonit - 14 Jun 2018 - 11:58:35 - 100346 of 110353 TERN, encrypting the cloud and Internet of Things. - TERN
Keyscaler provides 50 to 75% of the security functionality in the IoT....



(thanks Mr Beaver)

The link below was to an official DA screenshot


It mentions Microsoft Sphere. Does anyone know which presentation it was taken from? TIA.

[still waiting] 20/7/2018 09:59

nice £25K+ buy..

[kkrriiss2] 20/7/2018 09:57

Swiftnick it a couple month old tweet i should have stated his 120p still stads

[andrbea] 20/7/2018 09:57

some Q&A for Microsoft from analysts, towards the end of this link, about Azure and Azure Sphere (to launch at year-end)

Azure still very successful..

Revenue from the Intelligent Cloud segment was $9.6 billion, increasing 23% and 20% in constant currency, with better-than-expected results in both our on-premises and Azure businesses.

Server products and cloud services revenue increased 26% and 24% in constant currency, driven by continued strong Azure revenue growth of 89% and 85% in constant currency. Azure per-user services performed ahead of expectations with our enterprise mobility installed base growing 55% year-over-year to over 82 million.

[riot2] 20/7/2018 09:54

@davidshawblog

Pmsl

He had a few to his name....like cloudtag.

[swiftnick] 20/7/2018 09:53

Three months ago was 20th April, on which date the shares closed at 11.875p.

[milesy] 20/7/2018 09:51

Some great links there KK.

It's interesting that the CTO of a security giant like Thales boldly calls out his company's link with and reliance on little old DA/Keyscaler, and Comodo feature a significant amount of web column inches on DA/Keyscaler in their latest IOT Security infographic.

Contrast this with Microsoft and Intel who still can't quite bring themselves to give credit where it's due, their online iOT Security articles generally making only vague references to "unnamed partners" despite both companies reliance on these very partners for key intellectual property components within their products. So are Microsoft and Intel storing up a potential issue?

Customers of Thales and Comodo are left in no doubt what's "under the bonnet" of their IoT Security solutions, with both companies clearly leveraging the DA/Keyscaler link and its unique benefits in their product marketing. Indeed, those well enough informed in IoT security matters may already see something of an industry standard emerging (we saw it first of course).

In contrast (and as Andbrea has alluded to previously), Microsoft and Intel seem to be taking their typical "white-labelling" track, integrating and embedding partner IP as their own within their respective IoT markets under deals the partner companies dare not talk about for fear of NDA repercussions.

I see this potentially backfiring on Microsoft and Intel as the "Keyscaler Inside" approach Thales and Comodo are adopting begins to stick with their customers who, on subsequent dealings with Microsoft / Intel, may start demanding the same industry standard performance and protection for their IoT projects, forcing MS/Intel to reveal all. Now that'd be a blue day!

[johnma] 20/7/2018 09:51

43 and counting you Wally

[mike routhorn] 20/7/2018 09:50

We get a nice mention here -

hxxps://www.digitalhealth.net/2018/07/cyber-security-news-round-up-13/