Wave Systems Corp. (fka WAVXQ)

[svenm]

CM, Perhaps it depends on one's interpretation of "crucial." I agree with much of what you are saying. Despite the framing of the blog report by Mr. Yam, I seriously doubt that this "contest" is a winner-take-all affair. Instead, I expect a number of solutions to be considered acceptable by the judges, much as the hardware RFP is promoted that we all have been patiently waiting for an announcement of. "Crucial" to me means that the Seagate/Wave solution is acceptable (though not a monopoly) for to-be-deployed TPM 1.2 equipped machines. I doubt that would blow the lid off all 2007 expectations. Wave would then get a piece of that portion of the solution. I don't expect much, if anything, from the solution given to legacy machines. But if we don't have a shot at the new machines as they are purchased, as a result of this "contest", I would be disappointed. Nevertheless, even if that bad result were to occur, the security market is definitely expanding rapidly, and that market must develop for there to be any business whatsoever for Wave.
JMHO,
Svenm