Cap
I think you're just too smart not to note that there's not another company the NSA can go to that currently provides a TRUST SUITE for ALL the standards that the TPM needs to manage.
Care to take a guess how long it might take anybody else to provide a TPM management system for NAC, IF=MAP, Trusted Drives that works with ALL the OEMs in 30 Languages?
I'd guess there will be another 3 or 4 Wikileak or Stuxnet type crises before that happens. After all these years, Wikileaks and Stuxnet brought things close enough to real and politically personal crisis for the government to react at the highest levels. Now, the ball is being pushed downhill by folks at the level of the Secretary of Commerce. Whether the private sector moves immediately when the Secretary of Commerce speaks, they certainly pay attention to the direction he speaks about.
I suspect that we will build a plateau here or a bit lower until something else happens, but I'm used to MM head fakes and trader misdirection so I also wouldn't be suprised if we hit Wavxmaster's $5.20 right after options expire. The interesting question is how quickly prices rise to the $7.50 options, and when we can buy some for $10 dollars.