Barge re: Gorillas
I believe you are correct. OEMs will not own the TPM space, and that is why Wave is able to sell to ALL of the OEMs without much controversy. Also, I do not believe Wave will be purchased by an OEM.
If I had to guess, Wave will eventually be purchased by a security company like Symantec. Symantec recently purcased Veritas. The combined company has a stake in protecting enterprise computers from Spam attacks, phishing, viruses and also providing secure enterprise storage and backup solutions.
I think Wave fits nicely into this model, and would be a good fit within Symantec. I'm not saying that a buyout is likely in the near term; but once Wave becomes a leader in Trusted Computing (millions of TPMs deployed and enabled) I think it will become much more probable at that time.
