seems to have had one unique conversation -
"4) 2.5% of new PCs dell are shipping are SED DRIVE. one of their major drive manufacturer mentioned that all drives will be opal as january 1st. they expect 100% of their drive to be opal. they will not manufacture any drives that are not opal."
if all drives really are opal after January 1st, then Wave's deal with Dell is going to get very interesting in 2013.