Replies to post #214648 on Wave Systems Corp. (fka WAVXQ)

[Wildman262]

I wonder is MSFT including in Windows 8, functions that Wave is currently collecting a bundling fee from Dell? I do recall that SKS stated they expected MSFT to offer basic TPM turn on functions in the Windows OS, but when that happens, Wave will be well on the way further upstream managing enterprises TPMs.

So far I don't think that has played out as well as Wave expected. Enterprise adoption up to now had been miniscule considering that 1/2 billion TPM's have shipped. Will Wave lose the TPM bundling income they get from Dell, when Windows 8 ships? If so, that means they will have to replace that with a handful of enterprise wins just to replace lost bundling revenue. Then on top of that, will need addtional enterprise wins to show growth.