Go- kitesurf
Recall my allussion to a ladder of trust. At the higher rungs sits TVTonic. Wave is now working with some large enterprise companies beta testing and modifying their server side key management products. At some point, I'd hope Q1, they will reach the point whereby that enterprise will decide to migrate their whiole network this way. As the CIO's work closely with Wave, they will be helped up the ladder as they gradually leverage the infrastructure they are building. As I understand it TVTonic will work great as part of a VPN solution for the careful management of sensitive documents to employees worldwide. And you are also perceptive about time stamping and it is no coincidence that the tPM spec now has such a feature.
One thing that has changed in Wave's plans is that they are more deeply involved with customers than was planned way back ( I think). Although I'm sure they will license some IP and services to others, at least for now they are working closely with the end users becoming invaluable so seel more premium services down the road. I know we can debate whehter $30 per end user per year is achievable -- If that is the average rate, it will be becuiase some use a lot less and others use a lot more. I think there is a host of applications we haven't ever discussed that are in various stages of development. The dam will break after the security features of NGSCB are in the marketplace.