khillo,
I beleive, perhaps errantly, that
Infineon has absolutely everything
IBM has everything except the TPM
Wave has everything except the TPM and a TSS
NTRU offers an interoperable TSS
This differs from what you said.
I'm sorry that I did not include the adjective "interoperable" when I referred to Wave's CSP. So, again:
is an INTEROPERABLE CSP oh-so-hard to develop, or does Wave have a solid niche (i.e. much too hard for others to develop the same product).
I fail to see the underlying reasoning behind the 'two should be but three is no good' notion in your last statement.
I can't see IBM giving anything up at this point, they and nobody else are the first mover in this space.
Regards,
Dig Space.
The above content is my opinion.