some time ago the "TPM driver" was removed from Dell ETS bundle, either BRCM started building their own driver, or it didn't make sense to overlap ... it was in a tech.bull thingy.
Either way I see this (notebooks and tablets represent growth):
http://www.statista.com/statistics/183419/forecast-of-global-sales-of-pcs-by-category/
and Samsung's growing market share, and more importantly the ultrabook market:
http://www.statista.com/statistics/219914/global-ultrabook-shipment-forecast/
and Samsung's big push there and I see this as the Dell deal, not the BRCM deal.