Hi ispro,
I don't think it matters much. One can easily imagine the roadmap on which Wave would hope to triumph over the next 6-12 months in the enterprise space.
In Dell, Wave has the leading enterprise partner in the US and Europe, representing more than 50% of the market. The US and EU are the world's two largest economic zones.
In NEC, Wave seems to be trialling the hard drive FDE-TPM solution in Europe, with the unpublished but likely aim of deploying it in the Japanese market, where NEC is the business leader. So that would give Wave the leading and third placed (Dell) enterprise PC OEMs in the "island" of Japan.
In the Asia-Pacific region, I would hazard a guess that the leading enterprise PC player is Lenovo (I'm not able to confirm this). Lenovo makes a pretty interesting target for Wave now that it is no longer joined at the hip with IBM. Clain Anderson has never seemed that enthusiastic about Wave. On the other hand, they did a demo with Wave in the not-so-distant past. That alone speaks of work done behind the scenes. And if we're looking for a top tier OEM in the enterprise market (Steven's fabled comment in the SHM), I'd hazard a guess it isn't HP. Asia-Pacific is the growingest region of the world economy. Lenovo is also the number 3 player in the US and the EU markets.
So let's say a scenario unfolds in which Wave is working with the leading enterprise provider in every major global market. And that the only major hold-out is HP. I wonder how many deals (of the kind mentioned on this board) HP has to lose before it changes its strategy?
Like you and others have said, this plays out in the PC layer of the market. At least in my view. That's the scenario I'd be hoping to achieve if I were Steven, anyway.
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