Very interesting article. I think this excerpt very accurately summarizes the "state of the platform":
Perhaps the problem is the unpredictability of the TC movement itself. Given all of the various players and their competing agendas, it might take years for TC activity to ramp up significantly, says Peter Glaskowsky, editor-in-chief of the trade journal "Microprocessor Report." In all likelihood, Intel won't roll out a dramatic number of TPM-enabled motherboards in the foreseeable future. "The value [of the deal for Wave] a year from now or two years from now I think remains very, very low," says Glaskowsky. He estimates that TC won't be a ubiquitous application for at least four or five years, after Microsoft launches its new operating system, code-named Longhorn, which is expected to carry broad TC capabilities. By then, of course, Wave could very well be out of business.
And with giants like Microsoft and Intel devoting resources to the effort, it's not difficult to imagine smaller players like Wave being marginalized or squeezed out completely. Microsoft, for one, has a long history of this sort of thing.
