(Edit) svenm/awk re: HP bundling ETS lite:
You both already know this, but it is actually not necessary for any PC OEM to bundle (pre-install or make available as a free download) a lite version of ETS in order for the end user to implement ETS Pro. The PC OEM, integrator or whoever is responsible for assembling the platform, simply configures the image with the ETS Pro...since ETS Pro has everything and more than a lite version, there is no reason to install the lite version. So, if the Army for example wants to mandate ETS Pro and they buy HP machines, HP and/or their integrators will have to pre-configure the order with ETS Pro. I think it's simply a matter of HP or the integrators/resellers being able to buy the Wave software. Actually the Army would have a deal back to Wave to only pay so much for the software, and I don't understand just how the HP/Wave/Army reseller relationship would be structured, but I am sure it would be no problem to get the software.
But all of that said, I also think it makes sense for HP to replace their Infineon-based interface with Wave's ESC interface, even though the need to bundle is bypassed when the user buys ETS Pro with their procurement. The OEM is still exected to provide a free interface on non-Wave upgraded images, and it would make more sense for HP to adopt the Wave ESC interface...that way if the user wants to upgrade to Wave later they might not have to uninstall the Infineon-based HP interface...it might be compatible alongside ETS, or it might not be, but in any case it would be ESC that is being used to take ownership of and configure the TPM, not the HP software...so it's seems just silly for the HP stuff to be there in that event.