Weby, I think SKS and team DO have the managerial skills to keep first mover advantage. They have done very well to get positioned with Dell and other OEM relationships, and we are seeing early indications that the sales team is moving nicely on the Dell FDE opportunity. I also like the SafeNet move...that was good strategy.
And you can be sure the team is learning a lot from their first ERAS/EKMS TPM installations which are scaling up as we speak from the first smaller customers towards the inevitable larger orders. The experience that is coming from these early TPM installations is irreplacable imo.
The TCG will have (sooner than later imo) case studies on implementations with good scale...Wave customers. That is my prediction...and I have been correct before!
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