Kevin, How right you are! But, of course, I would never mention (other than this one reply) Barge and hhh in the same breath. For one thing, I read every one of Barge's posts and consider them very carefully because I know that Barge has the utmost integrity, a great deal of intelligence and his heart is in the right place. There are a lot of posters on this board that clearly don't fit that bill and I don't spend any time reading their offerings. So I'm not looking to pile on Barge (whose acerbic wit I am absolutely no match for), whom I consider a friend and an ally in this seemingly never ending search for trusted digital industry facts.
As I said before, the differences between Barge's and my opinions on this issue are relatively small. But I did forget to mention in my previous post that one thing about Intel's WTP initiative that I find very exciting is that it may accelerate the development of the TI ARM processor based TPM technology in conjunction with Safelink. That, as Doma has pointed out, is Intel's very formidable competition. The beauty for Wave is that both technologies will require KTM/ACM utility services and even if Wave has competition, the size of the market is essentially doubling (OK, that is a wild guess but do the math and it may not be far off)! I think Wave can afford to share in a potential $60B market!
JMHO,
Svenm