Alea, yup largely notions I have tossed about in various places. I mean, if there is pull, Wave will want to stop givng away ETS anyways. A timing thing.
FWIW, Dell has been doing a lot oof housekeeping on its web-site, it used to be layers and layers of decades of relationships it seemed.
Right now, as far as COTS products the following is the case:
Wave: nil
Credant: nil
Safenet: nil
Winmagic: nil
DigitaPersona: nil
Trend: 1
You pretty much have to go to Symantec and McAfee listing if you want to find a product to buy. There one finds their antiviurs, email client scanners, and firewalls.
The rest is all lumped into things like DCP and DDP.
The small fry have all been Dell branded and bundled with no stand-alone products.
Go to the small-fry site (Wave, Credant etc) and they are yakking it up.
Dell is moving towards a solutions provider, and as such is getting the third-party solutions stuff off its site, at least that's what I'm seeing.
Wave has competition in the storage media arena (DLP/MDP). In the layer below, they are the play.
Credant is already licensing Protector from Wave and FDE from Mobile Armor and Trend is licensing SecureDoc from Winmagic ... it should be interesting to see if interdependency predominates, or take-out, or bludgeon. Some of all most likely, but the space from the Bios to the TPM to the bottom layer of the APIs of the various platforms reaching down, Wave looks largely alone.