Here's something new for a change.
Prospects for TPM management business sound encouraging, and this is where Wave can achieve its most rapid growth going forward. In the last cc Steven spoke of a 1,000 seat TPM pilot for a major international enterprise with a potential for considerably more seats. In today's call he spoke of a 5,000 seat TPM pilot to secure a company's VPN, and the potential is for 100,000 seats. Could this be the same company referenced in the Q2 cc? Could the original 1,000 seat pilot have been completed successfully and then expanded to 5,000? In today's PR it was noted that Wave "completed an installation of EMBASSY software for the management of Trusted Platform Modules (TPMs) to strengthen the security of user certificates for one of the world’s largest professional services firms. IMO, this could be the same company.
Go back and listen to the cc from the 8:30 to 11:00 minute marks for a review of the opportunities we're starting to see with TPMs. To me this is much more encouraging than the growth of Wave management software for SEDs because the scale and speed of the ramp is infinitely greater for TPMs.
