I think it was CRITICAL that early in the second presentation, the speaker referred to EMBASSY and called it a STANDARD. At worst this is excellent. At best it means that Wave is the Standard once 1.2 comes into play and Dell is simply getting into the game with Dell customers and the amrketing of Longhorn.
I don't think the dumbass folks at the call understand the implications. But now the street will start to get it..... slowly at first. Why do I need the TPM? What can it do for me? Right now, greg is right. It don't do much although the Sarbanes/Oxly and medical privacy issues may sell some.
My guess is that once Longhorn OS is available....software will come with machine.