Dig...very nice post. Your contention that Wave is now the go to team for Samsung in regards to Trusted Computing is SPOT ON....imho. Considering their position in the smartphone sector as well as their intent to expand their market share in tablets and laptops....it's a heck of an alliance with profound implications to Wave's bottom line.
Dig, I agree completely, but would emphasize that the Samsung relationship does not just mean Wave software on future Samsung devices, but also on devices from other OEMs that incorporate Samsung chips.
I agree, on the surface hooking up with another gorilla like Samsung looks very promising, especially with their mobile capabilities now and in the future as you mention. I am just looking for confirmation that Wave is actually benefiting monitarily from this relationship. I'll send a note to Collins in IR to get his comments. I have more chips on the table then I should have in this investment, I am all in and I am looking for a little more evidence than dot connecting and speculation.