Doma
A couple of further points. If an individual uses document manager without a key management service and something happens to the TPM, the files are bricks but not the PC. The real leveraging of the TPM will take place when there is a key management service available as no enterprise will fully use the TPM without the service. That will be the first service to come.
Wave is very sensitive to announcing and educating people on their service release roadmap prematurely for competitive reasons. I have heard that there are a number ready today, some in testing, some in development and some just on the drawing board. Even they invoke NDAs to protect their IP under the various beta tests underway. I think those who attend the cc will see some of the early movers. So it will be a while before we can be treated to a full product brochure on the web site.
So we and wall Street will have to speculate on what it is and what it is worth. A good lead in for LHF.