JKIRK, Samsung
Certainly I expect revs from the Samsung agreement (a lot). I expect Wave will likely book some services revs (although perhaps not) and almost undoubtably bundling revs.
The bundling deal with Dell was much easier to consumate and put a number on. In that case Wave was bundlnig their product designed to work on Wintel with a Wintel OEM. Wintel had been around a while. Folks know what the thing is, its market, its volume, its purpose. Wave had a COTS for TPMs, Dell said lets do it.
TPMs(esque) in tablets and phones running on Android or whatever purposed for something, for some market that is only now marginally defined for a purpose that it in flux is a bit nebulous.
The agreement to me means this: Wave is Samsung's goto company for their efforts to TC their devices. Goto for development, goto for bundling. Of course, there needs to be something shipping to bundle with.
We've seen the Galaxy Tab SED bluetooth video. Development. In September Micron essentially rolled out their SSD emphasizing seamless functionality with Wave. Micron paid Wave service money to insure that. Obviously they felt it was important.
I believe that the Samsung-Wave announcement means that the Juggernaut of tomorrows non-APPL devices has selected Wave as the goto for TC on those devices.
Again, as with DoD-NIST 800-147, BigDefCon, it is all comming down to the rate of deployment. Rate is totally murky. It looks like through my Wavoid glasses that the next 7 months should show a lot. But for those less steeped in Lee tea, some glimmer of rate will be required to jump in.
But without a doubt, the Samsung thing means revs, lots of revs IMO. Otherwise its egg on my face, scrabld not poached.
The above content is my opinion.
