Barge, SKS' comments about Microsoft intrigue me.
SKS will trash his competitors and everyone who won't do business with him. So if he is saying that Microsoft gets it, that means they are playing ball with him. His comments about the platform evolving to openness with NGSCB confirm that that is where the collaboration between WAVX and Microsoft is occurring. This is important since Microsoft is typically viewed as a future competitor to Wave.
Moving laterally to Intel's Prescott and LaGrande. There was little focus at IDF on either topic and that continues to cool my near-term excitement for Wave. Having said that, when I combine SKS's comments about Microsoft with my previous analysis of the LaGrande module, I become more certain that Intel had premium services in mind when they designed it.
While the basic TPM software business can help Wave's cash flow in the short-run, it is not a sustainable business. I will need some data (as you have suggested) on the activation rate to get more excited.
I am trying to stick close to Wave again as Intel will eventually launch Prescott. Security concerns aside (it's really just a marketing tool to Intel), they will use Prescott to try and garner their unfair share of premium services through revenue sharing partnerships with companies like Wave.
AI
