Wildman, Random thoughts re: Dell's return on TPM business with Wave: 1) I wouldn't be surprised to see Dell recapture some of their bundling costs right away by increasing their prices by 25-50 cents per pc. 2)If not, $7.5M in upgrade revenues at $10/pc is 750,000 units, less than 3% of total business sales.
Some combination thereof comprises a very reasonable venture, IMVHO. I know you, and most wavoids, know all this. I just think that we've been slogging through the desert so long that if and when we finally do see an oasis we'll probably think it's a mirage until we actually drink the water!
Cheers,
Svenm