RWK, I hope you are right.
I just seem to remember, that Wave/SKS fully expected MSFT to integrate TPM turn on and manage functions into a future operating system, to which Wave answered that they'd be off to bigger and better things.
Given what we know about Windows 8, I'd guess that there won't be any new PCoem bundling deals. At this stage, the PCoems will just wait for basic TPM functions to be included in Windows 8.
Windows 8 should be a game changer for TPM's, but then again many of us thought 500M TPMs deployed would be a game changer for Wave.