alea, I've wallowed in the supply chain with the best of them,
and found your crystallizing the circumstance in simply supply and demand terms to be rather useful. I mean it should be obvious enough, but it is easy to get caught up in things.
Take e.g. the hoopla around the Wave products on the Lenovo site juxtaposed with your statements regarding the US sovereignification of Wave ... and somehow the conclusion was that your idea is amiss as demonstrated by Lenovo ... ignoring the fact that this is just Lenovo trying to sell things, nothing about anybody buying things. The buyer decides, not Lenovo.
Moreover, nothing about the Wave products listed on the Lenovo site differs from the Wave products previously listed on the Dell site .. same links to brochures, same best in class babble ... and yet they simple fact is the same product Wave hopes to sell is simply being displayed on a different OEM shelf.
Sure, things need to be on shelves, but it is agonizingly well demonstrated that that is far from sufficient.
Lenovo isn't being a fool, and the shelf is well-populated (WinMagic, Sophos, Absolute, Wave and an inhouse), Lenovo is giving customers choices, time will tell what they buy.
The above content is my opinion.
