Zey- you ask a very legitimate question. But note, they just made a huge sale AFTER the S. Korea sale.
I think what would serve the company is to issue real descriptions for the terms they use and a status on those terms. I believe there is a market, however, that market changes and goes inactive, then flips to ON and then OFF. The only known bit of market sizing for etd pointed to a 3 year window for that market. While that seems vague, its even worse than vague as it could go away or it could cascade sooner or it could happen in the last year of that period.
What drives sales:
- threat innovation, growth and proximity
- new tech developments
- regulations from authorities
Consider R REID, tried to blow up his shoe...tsa went hyper and bought etd puffer booths from GE and Smiths before they were totally tested ( approved). THEN trace was determined as the only way to catch an RR plus, take off those shoes for x-ray at passenger.
Then tsa was beaten over the head with the puffer fiasco by auditors. Would tsa act the same again? I believe it would but I also believe it has developed a deeper bench to use against the current threat-scape. Just my opinion, but until someone convinces me I am missing the correct view point, I am sticking with it.
Best of Luck to ALL IMSC LONGS!
