dig space-you said "CSP is oh-so-hard to develop (infineon not included) or whether Wave has a solid niche (i.e. it is much too hard for other to develop/except for Wave and infineon that is."
IBM has CSP. The problem is not whether Infineon, IBM OR Atmel can develop CSP, the question is if they can develop a CSP that can interoperate with all TPMs.
There should be two different TSS or CSP in this space, It's either IBM and Wave+NTRU; or Infineon and Wave+NTRU . Three is no good...Now do you think IBM will give up their TSS or CSP?