Thanks for putting together a comprehensive summary of the TSS options.
I am pretty sure that Dell recognizes the value of Wave's platform and will either bundle Wave via NSM or will highlight Wave at the Dell website as recommended third party support for activating and managing TPM platforms. I suppose however that if indeed Dell opts for the BRCM ethernet controller TPM for their laptops then of course Infineon will be listed as an ISV by Dell also. Wave's ESC is such a superior launch tool to anything else that I find it hard to believe that Dell will not promote it across all their TPM-enabled products.
When it comes to IBM and HP implementing the NSM Super I/O, perhaps they will stay with their current TSSs and not use NTRU. Obviously IBM and HP users stand to benefit from Wave's launch and management platform (ESC and ETS) more than they would from IBM's and HP's platforms respectively simply because Wave's offering is so much more robust. But, since IBM and HP both provide their own branded software platforms for their TPM-enabled products we may not see either actually bundle ESC/ETS...instead Wave will have to rely on the aftermarket for TPM activations using Wave...and of course there is always the aftermarket for post-activation upgrades (where even if the user turned on their platform via IBM and HP they then go to Wave for upgrades).
Dell is potentially a better story since they are less likely to offer their own branded software platform and will therefore be more likely to actually bundle Wave (to encourage user activations).
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