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Datalink Corporation Message Board

carp_slayer 53 posts  |  Last Activity: May 18, 2016 11:11 AM Member since: Oct 6, 2011
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  • carp_slayer by carp_slayer May 18, 2016 11:11 AM Flag

    Initial Statement of Beneficial Ownership

    85,500 shares, so he has bought some in addition to the option award.

    He was CTO at Dot Hill prior to becoming President and CEO.

    Goldman had a pretty decent stake in HILL when it was acquired by Seagate. It jumped almost 100% on the news.

    Goldman now has two accomplished helpers on the BOD-- Cronin on IP and Kammersgard on Operations.

    Delay now has a BOD watcher who has done what he is trying to do. One would have to be pretty obtuse not to see Goldman's hand in this. At a minimum he can help, he could also be a realistic replacement, or lead a sale if it comes to that.

  • carp_slayer by carp_slayer May 13, 2016 10:29 AM Flag

    Max Most of Acuity Market Intelligence has been writing about the raise of the Biometric Service Provider for a while now. She also was about the first to predict that biometrics and mobile would be a thing. She is a well known, independent market researcher, consultant and industry thought leader.

    Writing bout FinTech specifically in January 2016"

    "Cloud-based identity services will radically reduce transaction risk allowing this new class of BaaS or IDaaS players to provide direct transaction authentication at the point of payment near instantaneously"

    The new IWS Authentication Service on AWS is basically just that, applicable to multiple verticals. Commenting on Twitter Max says:

    "Game changing tech from IWSY GoVerifyID biometric authentication as a service. Cloud based, no brainer set up ! "

  • Reply to

    Another question for Carp

    by bearatologist May 12, 2016 10:10 AM
    carp_slayer carp_slayer May 13, 2016 10:02 AM Flag

    Commenting on an article on SA on March 22 tilted "Unwired Planet pops after reveiving a favorable U.K. ruling."

    Aristides Capital, contributor:

    "UPIP is our third largest position"

    "The IP business, just on the wins in the last six months, has to have a present value of at least $70M"

    "we added more this morning".

    Please note it is not my intention to ridicule an investor who got burned on a position-- it can happen to anyone. However, when he says the IWS IP has zero value he doesn't know that. TBD of course.

  • Reply to

    Another question for Carp

    by bearatologist May 12, 2016 10:10 AM
    carp_slayer carp_slayer May 12, 2016 2:32 PM Flag

    I get "Hard to Borrow" as well, and the cost to borrow may be agitating. Could also be prep work (softening the ground) from the Seeking Alpo Anonymous Short Squad pending a new "Article".

    Aristides Capital Management, LLC had a major blow up recently when their self-described third largest position blew up in their face-- UPIP. This was a patent troll that IIRC Aristides said he had done a lot of IP valuation work on and that it was a very undervalued asset. I think he even wrote an SA article on it. One day in April he woke up to the fact that UPIP had just sold off the patent portfolio for a lousy $30 million, and the CEO had resigned leaving him nothing but a shell. The stock lost a third of its value in five minutes and hasn't recovered since.

    UPIP
    52-Week High $13.20
    52-Week Low $ 5.77
    Yesterdays Close $5.95

    It could happen to anybody of course-- even a professional-- but the real takeaway is when this guy says the IWS IP has zero value he likely doesn't know that, he certainly didn't in the case of UPIP. I seriously doubt that Cronin, who is an expert on IP, would remain on the IWS BOD if he thought the IWS IP had zero value and or he even suspected it might be a "scam". He has a big reputation from IBM as their former patent guru, and a consulting business to protect. Just my humble opinion of course.

  • Reply to

    Another question for Carp

    by bearatologist May 12, 2016 10:10 AM
    carp_slayer carp_slayer May 12, 2016 10:30 AM Flag

    Aristides,

    When did you stop beating your horse?

  • Reply to

    Question for Carp...

    by sandeep25252013 May 12, 2016 8:47 AM
    carp_slayer carp_slayer May 12, 2016 9:13 AM Flag

    sandeep- I don't know what he meant by that, so would be reluctant to comment on it.

  • In which I learned three things.

    1) Delay says integration is easy, pricing is flexible, and initial users like it:

    IWS: "Integration was a big issue for us and we tasked our engineering folks with the goal of making this what I call drop dead simple. We designed it that way and it works exactly that way. It takes somewhere from 4 to 16 hours of work to integrate. It literally takes 100 lines of code to integrate it, it is even less if you are connected via one of the interface standards for input or authentication exchanges, such as SCIM or SAML protocols. Our initial users were surprised, at how simple it is to integrate and use and how fast they can be in business. It is very fast and very simple and, as I said, designed from the get go to be that way. Pricing is on a per-person/per-month basis, but we can price on a per transaction basis as well. It is not only a flexible system, but the pricing model is flexible as well."

    2) The TransUnion ID Manager is used to verify the user prior to biometric enrollment. Last time I looked this consisted of Knowledge Based Authentication, one time passcodes, and device verification, so adding GVID makes this pretty strong authentication.

    IWS: "We are including identity proofing at the front end through our partner TransUnion, so our users can be sure that the biometrics tendered at enrollment are actually legitimate ones; we are also taking care of cloud provisioning via our partners at AWS. We are supporting virtually all mobile devices; we handle enrollment and real time authentication and verification with seamless and simple integration on a pay-as-you-go, scale-as–you-need basis. It is a product that is ready to go today and we think it is very timely given current market conditions."

    3) Targeting SMB in Retail, Financial, Healthcare, but will sign up anybody public or private. So its not too late for Aristides LLC (which has way too many ID's) to get face-printed-- which would be a net good thing ;)

  • Reply to

    Nice job with the Web site...

    by luthertiggs May 11, 2016 8:29 AM
    carp_slayer carp_slayer May 11, 2016 9:35 AM Flag

    The TU integration is pretty easy to set up and brings a level of sophistication to ID proofing that most SMB's don't have access to. I could see some current smaller TU ID Manager users (credit unions, smaller banks, etc) upgrading to this as they see Visa, MasterCard, and the big banks going biometric.

    GoVerifyID Identity Proofing works like this:

    1.GoVerifyID presents the user with a web portal for performing the identity proofing process. The user enters some personal information on a webpage and submits their user enrollment request. The information is submitted to the TransUnion IDManager to perform the initial identity analysis.

    2.Next the TransUnion IDManager provides a set of multiple choice challenge questions based on financial and other historical records from various public and private data sources. GoVerifyID presents the questions on a webpage for the user's response. Depending on the answers, the user's identity is authenticated or not.

    3.Once the user's identity has been proven, the user is allowed to register their biometrics with the GoVerifyID mobile app.

  • Reply to

    DeLay now laying it on thick...

    by carp_slayer May 9, 2016 9:14 PM
    carp_slayer carp_slayer May 10, 2016 6:01 PM Flag

    LT- Dana Kammersgard was CEO of Dot Hill Systems (a storage company) which he sold to Seagate for $696M last fall. Neal Goldman had a large stake in Dot Hill. I would suspect Goldman was the catalyst for his joining the BOD ; goes to your "Plan B and C" perhaps. He could be a new CEO, or lead a "strategic alternative" if it comes to that. TBD.

  • Reply to

    DeLay now laying it on thick...

    by carp_slayer May 9, 2016 9:14 PM
    carp_slayer carp_slayer May 10, 2016 8:02 AM Flag

    BTW- this wasn't an overnight success story, they started a Pilot in 2013, went through several iterations of what the final APP would be and ended with about a 100K beta testers before it went live in 2015 with face and voice, adding FP later on. USAA says they have about 11 million members so about 13% uptake in about 15 months live. USAA (10th largest bank in US), Atom Bank a startup in the UK, and a couple likely smaller deals in Korea, combined with their participation with MasterCard's SelfiePay, isn't lights out just yet in FinTech but enviable progress in a market that is starting to heat up.

  • ...and that probably can't be good.

    ImageWare Systems Publishes Latest Market Insights on Biometric User Authentication Featuring Gartner Research

    "SAN DIEGO, CA--(Marketwired - May 9, 2016) - ImageWare Systems, Inc. (ImageWare or IWS) (OTCQB: IWSY), a leader in mobile and cloud-based, multi-modal biometric identity management solutions, has made available a published newsletter, "Mobile Biometric User Authentication as a Service, Solving your Password Problems with Multi-Modal Biometrics." The newsletter features research from Gartner, a world leading information technology research and advisory company."

    Speaking of market insights, the latest I've heard is that USAA now has about 1.4M enrollees from their Jan. 2015 launch with Daon. Whatever their license arrangement with USAA, that is starting to sound like money for Daon in FinTech.

  • A partner plus several starts:
    Daon and the Korea Smart Authentication Corp (KoSAC) Announce Strategic Partnership for Biometric Authentication in Korea

    Korea Appraisal Board (KAB) and Yelopay First in Korea to Adopt Daon’s IdentityX® Platform

    RESTON, VA – May 9th, 2016 – Daon, a global leader in mobile biometric authentication technology, announced today the appointment of the Korea Smart Authentication Corp (KoSAC) as Daon’s strategic partner for Korea. The two companies see tremendous market opportunity in South Korea, one of the most mobilized and digital economies in the world.

    Government regulation changes related to online authentication requirements for financial services, and Korea’s pro-FinTech stance, make this a high potential market for mobile biometric authentication. KoSAC believes the most important ingredient for a growing digital economy is strong personal authentication. As a result KoSAC will be the official Korean partner to offer Daon’s IdentityX® Platform for convenient and secure authentication using biometrics.

    Interest in adopting Daon’s mobile biometric authentication has already gained traction in the market. One of KoSAC’s clients, the Korea Appraisal Board (KAB) became the first user of the technology in the public sector for real estate appraisers. Another client in financial services, Yelopay, a subsidiary of Interpark, has contracted KoSAC to introduce biometric technology into their mobile application to support cross border payments.

    “We are pleased to bring our unique biometric capabilities and expertise to the Korean market through a great partner with a strategically complementary business strategy,” said Tom Grissen, chief executive officer at Daon. “KoSAC is an entrepreneurial partner bringing significant market experience, an extensive network of business contacts and technology partners, and their own technology delivery services.“

    “Together KoSAC and Daon will provide a fast and convenient means to authenticate en

  • carp_slayer carp_slayer May 6, 2016 2:21 PM Flag

    Agree on the Pre-CC PR tactic and it is lame. However, I see the patent awards as a positive regardless of timing.

    Unless there is a regulatory requirement to disclose estimated IP values, and or every other biometric company is doing same, then I wouldn't publish an estimate either. Strategic buyers pay the most for IP so why price it before you are willing to sell it, and as the market for cloud based and mobile biometrics accelerates (assuming it does) the values will change. Anonymous matching might not mean too much to a buyer today, it might mean a lot to one a year from now.

    IMO- I would find it hard to believe that Cronin doesn't have an idea of what he thinks it's worth, and that the BOD has never talked about it, so DeLay was likely dissembling on that answer.

  • SAN DIEGO, CA--(Marketwired - May 6, 2016) - ImageWare Systems, Inc. (ImageWare or IWS) (OTCQB: IWSY), a leader in mobile and cloud-based, multi-modal biometric identity management solutions, has been awarded patent numbers 9,262,613; 9,268,904; 9,286,528 by the United States Patent and Trademark Office for technology used in the IWS Biometric Engine®. These three patents bring the company's total patent count to 19.

  • carp_slayer carp_slayer Apr 29, 2016 10:47 AM Flag

    LT-

    LOL, and I certainly concur. Partnerships, no matter how impressive, can only take you so far-- demand generation at the user level is who's problem? I still don't understand how you go to market with something like this without a senior
    level technical marketing person who has done it before, to help define requirements based on understanding customer needs. I DO like the way this Aruba deal is set up, it seems to be the best structured arrangement we have seen so far. Release 6.6, which is a free update to current users (which represent 65M end-points that log-in) brings multi-factor log-in to ClearPass and was reportedly a customer requested enhancement. I think everyone knows they need at least 2FA today so I expect the uptake will be high. Customers then create an account with an MFA provider that is supported in ClearPass and set up an onboarding portal. DUO, IWS, and an company with a photo matching scheme are the choices I have seen. IWS appears to be the biometric choice. So the question then becomes how does an Aruba client know they need to use the biometric? Where does that awareness take place and how? Daon and certainly Morpho have a strong enough background in government markets to have credibility (if it works for the government it will work for you) but IWS appears to rely on the partner to drive this down to the user which results in inertia. So, I still think Fujitsu and Lockheed [Leidos] can work as they have direct interest in selling their own stuff which is based on IWS, and I think this Aruba thing has genuine potential. Unfortunately still TBD, and they are "on the clock" as far as I am concerned as Hotel California is a song not an investment strategy.

  • carp_slayer carp_slayer Apr 29, 2016 9:03 AM Flag

    Guys, Fujitsu first showed a prototype of this phone at Mobile World Congress 2015. It uses an infrared LED from Osram and Iris technology from Delta ID. This Fujitsu phone is only sold in Fujitsu's home market in Japan. Expect to see this on other phones like the Lumina and Samsung is reportedly working on Iris as well. As smartphones expand their capabilities biometrics become more adaptable and more adoptable and IWS can take advantage of these by adding new algorithms to GoVerify and or the BE, but with IWS it's the cloud based service platform not the capture device that is the key.

  • carp_slayer by carp_slayer Apr 27, 2016 6:39 PM Flag

    CA Partner Cast

    By CA Technologies

    To listen to an audio podcast, mouse over the title and click Play. Open iTunes to download and subscribe to podcasts.

    Description

    The CA Partner Cast is the podcast about the CA Partner's role in the Application Economy. This podcast interviews CA Technologies partners and gives them a platform to expand upon their role in the Application Economy. It is a podcast primarily about the partners, what they do, who they serve, and how partnering with CA has benefitted their end customers.

    2. EPISODE 7: ImageWare Systems – The Fascinating World of Biometric Security Can Also Be Fun! Jim Miller, Chairman and CEO of ImageWare Systems (IWS) 4/19/2016 Free View In iTunes

    Link @ IWS Twitter RT from CA Partners.

    If you have 17 minutes of your life that you are willing to devote to DeLay-

    The CA interviewer is good, and I learned two things:

    1) Delay thinks biometrics are fun.

    2) When asked to give an example of a joint CA & IWS collaboration without naming names Delay said (paraphrase) "we are currently working with a logistics company for CA Single Sign On integrated with IWS biometrics." Could be the Agility Customs Broker Pilot he mention in last CC.

    It only took me one Heinekens to get through it-- I'm proud of myself!

  • Reply to

    Apple

    by derkampfer Apr 10, 2016 11:26 PM
    carp_slayer carp_slayer Apr 11, 2016 9:43 AM Flag

    blcurley,

    Hope you are correct, Apple is know to drive a hard bargain. That Apple Halo Effect is tantalizing to an small company with an emerging technology, but often doesn't come cheap. It wouldn't be the first time.

  • Reply to

    Apple

    by derkampfer Apr 10, 2016 11:26 PM
    carp_slayer carp_slayer Apr 11, 2016 9:23 AM Flag

    "Apple shall have exclusive rights to the technology"

    So, in that case, Apple would effectively own/ control WATT without buying them and WATT would forgo the entire Android market. If true, certainly a value consideration.

    "Android remained the world's most widely used smartphone operating system with 80.7 percent market share, while iOS recorded 17.7 percent market share. The fourth quarter has historically been the most successful for iPhone and Android-based smartphone sales due to the holiday shopping season. "

  • carp_slayer carp_slayer Apr 9, 2016 1:20 PM Flag

    Understand that Aruba ClearPass 6.6 was released last week with multi-factor authentication as one of several new customer requested enhancements, and with IWS listed as an MFA provider supported in ClearPass, along with DUO, and an FR vendor from what I have seen. TBD.

    Aruba-
    "Fortunately, MFA solutions are becoming more secure, easier to use and deploy, and more affordable. There’s a new generation of biometrics, including fingerprint, retina scanning and photo selection that you can use directly from smartphones and tablets, which are going mainstream. Because of this, we expect to see greater adoption of MFA in financial services, healthcare, and other sectors that are under heavy attack."

    Analysts predicting CAGR of 17.7% 2015-2020 resulting in an $9.6B market by 2020.

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