Unix....what you failed to adress is that for example the Latitude Dx20 series was the FIRST replacement cycle with ETSL installed.
Normally the cycle for notebooks is about 3 years, so we´re just in the middle of the first cycle. Those who bought a D610 in February 2006 will get their new notebook in the middle of 2009. Assuming ETSL is STILL there you´ll have completed the FULL cycle in 2009, so from there EVERY machine has Waves software on it. Similar with the Optiplex line. Regarding dektops, I would assume a cycle of 4 years.
In the meantime we are speaking of THROW-AWAY products! Remember the time when notebooks costed about 5K bucks......
Furthermore I´m awaiting the first consumer machines with TPMs this year. Consumer cycles are similar, so we get a FULL market penetration (From a Dell, STX, NEC, INTEL perspective)somewhere in 2011. Not said that we NEED to wait until 2011 to get to BE LOL, since through the upgrade, maintenance and FDE revenues we´ll get there in 2008.
Happy new year
BR
ISPRO
