xxxcslewis, just back from RSA
and I'm happy to share just a few a few of my observations. Now, keep in mind I'm 6'8", 320 lbs, and wear a floor-length crocodile-leather cape, so it is easy for me to blend in with the crowd. I will say that this conference was jam-packed to the extent it affected accomodations, dining, and parking. Trusted Computing is a hot issue and I had the distinct impression the crowd knows this is the next driver. This is what I thought I heard emanating from booth 1407:
Seagate ships three-and-a-half times the volume than does Dell. All notebook OEMs probably to incorporate FDE when it is RTM'd this summer. They've been working with Seagate on this for years. The most significant feedback from their participating in the "Dell Security Solutions" tour last year was that enterprises are demanding encryption on the disk. Encryption software for files, etc, is expensive and reduces speed by up to 30%. For a cost measured in a few dollars, Wave can encrypt at the disk level.
US Army - As of today, Feb 17, 2006, anybody responding to Army RFPs (Request for Proposal) must submit proposals that include TPM v1.2 enabled systems. So, if you are a govt contractor that hasn't switched to them, you are effectively locked out of the competition. This should further prod the introduction of 1.2s.
Lenovo - interesting in that they have the largest activated base of biometric readers, and this appears to be a growing market. If you buy a Dell product, you need to activate the TPM in order to use the biometric reader, or the smart card reader, or the Momentus drive. So to take advantage of any of these components, you have to activate the TPM. A buyer might buy a new Dell machine because of some other feature, not intending to activate the TPM. When he discovers that the Momentus disk is amust have feature because it prevents unauthorized access in the event of loss or theft, the buyer MUST activate the TPM.
Market Data 
Markets 
