I'm assuming the tablets are as you said and and the royalty picture is murkey there. It seems Wave's opportunity there lies mostly with management and less so bundled client software.
It seems from what I am reading here and on DD is folks haven't been paying attention to Samsung's notebook/ultrabook ambitions. (All ultrabooks have TPMs, or at least all of Samsung's do).
The behemouths are APPL, HP, and Lenovo.
Samsung has stated flat out they are going after those guys (the new seqment's Nokia and iPhone).
They were 8% of the India market in 2011, expecting 12% in 2012. T
Lenovo has their own stuff, HP seems to wander, Samsung is making their stuff like Dell ... prebundled with Wave.
Samsung doesn't have the volumes of Dell, I would expect this alone to be only a few million a year, but the percentage of their machines in this area TPM equipped is high (IMO).
Their tablet came out of nowhere and smacked everybody. Their Series 9 and 6 machines are slick, the reviews are good, they are riding the Galaxy buzz, and that is what I believe this is about.
Not tablets. Anything they do with tablets will be a separate matter and be an offshoot of the Nov thing. As we know Samsung has paid Wave some dev money in relation to the Nov thing, and Wave may try to extract a little more during these lean times (SKS' or from our parnter's CC line).
The deal to compare to from a pessimistic perspective isn't INTC or BRCM ... its Acer. Where's the Acer money? More Acer devices seem to be aiming lower than the Samsung devices these days (IMO) and I think Samsung is leveraging Galaxy brand into BYOC and hopes to take on HP and Lenovo for a greater share of the emerging ultrabook market and the existing laptop/notebook market.
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