I think that those who heard this will do some homework on trusted computing. The last comment about buying the last untrusted computer will be quite a slogan.
Although I still think the speech could be improved and wave's value proposition better articulated, current events provide an increasingly good source of reasons why trusted computing will be utilized by every enterprise. The mobile expansion opportunity is also quite clear. Interestingly he didn't touch the consumer space. I think there is a lot going on there but the public is only going to see it when there is a trusted IPOD or IBox or media center PC.
Finally I think he almost said something he shouldn't and instead switched to Lithuania.