Assuming that the Gov. or any one of its agancies is indeed going to implement TC then Wave becomes an important player indeed. It is a given that the Gov. will continue to have their platforms from multiple vendors.
In order to tie the clients together into a centrally managed infrastructure the clients need to be equipped with the "ETS Enterprise" edition. And when the Gov. buys HP computers they will want them equipped with the "ETS Enterprise" edition. And that is exactly the reason why HP will have to have some contract with Wave. Will it be bundling or will it be a software licensing and redistribution agreement? Maybe the latter first and bundling later?
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