Zen, I too was surprised there wasn't an NTRU announcement from Wave. Not that it would have done anything, but they might as well start globbing all the PR they can to keep showing they are a key player in this space.
But we have known about this since we discovered the TCG catalog.......it's my belief that these are tools aimed at TPM maintenance & complement Wave's Migration tools rather than directly compete.When i looked at the BRCM deal i thought that they BRCM needed some tech to maintain their TPM's in case they go bad etc,a role i believe is the responsibility of the TPM manufacturers whereas Wave's migration tools are aimed at end users & IT.