Wave Systems Corp. (fka WAVXQ)

[RootOfTrust]

Doma/dig space

I like Dell's chances of getting a high activation rate on Dell TPM PCs in 2005. Why? Because Dell is largely their own reseller and it will merely take Dell educating their own sales apparatus on the meaning of the TPM platform, and I believe you will then see a high percentage of Dell enterprise customers KNOWING what they are buying and paying the $20/seat to acivate the platform. I am expecting the Envoy/Dell deployment in the government to have an extremely high activation percentage.

I think we have seen a low activation on IBM ThinkPads due to a lack of educating by IBM to their resellers and their own IBM staff. IBM has been good about committing to the hardware but weak on educating the buyer/user.

And don't forget that Dell has an incentive in getting TPM buyers to buy the Wave software and activate...it's called revenues. Obviously Dell will receive a cut for each and every Wave product sold...in effect they have become a Wave reseller. Is IBM reselling any TC product upgrades?