Re-150,000 seats
An important point is missing from the discussion of the 150,000 seat opportunity described by SKS in his most recent presentation. While it is true that 35,000 of those seats are actual laptops, which is what FDE is currently targeted to, and about 12,000 of those might be upgraded per year, there is more to it than just those numbers.
How many computers do you suppose that the 150,000 seat company has? Do you suppose that there is no chance that once FDE becomes available for desktops that they would extend FDE and ERAS across all of their networks? Once we are in the door, and Wave and FDE are encrypting/protecting their laptops, we are right there when they consider encrypting desktops.
So, while you can take SKS to task for pumping up the actual current opportunity-as he has done in the past- we may score most or all of those 150,000 seats eventually.