Pickle, SKS certainly seemed a bit more confident in this CC. He was very animated when it came to general descriptions of success in the new industry. Hopefully by not being timid, this means he doesn't feel he has to be. Someone mentioned that Wave knew about the Dell deal 18 months prior to Dell releasing their first TPM PC. If this is typical, Wave is aware of projects that could possibly extend out to the end of 2006, which would include the release of Vista, Intel's Lagrande technology for movie distribution, Apple's TPM plans, Seagate's hard drive technology, IBM/Lenovo/HP deployment, forecasts for ST/Atmel/Winbond, etc etc
If this is the case, it could certainly explain the enthusiasm that he communicated in the CC.
