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Friday, December 11, 2020 10:23:43 AM
I'd say NO there's not enough market revenue for more than 1 daVinci MP, 1 daVinci SP and 1 HUGO (or whatever they finally call it). There that solves THE quest for research information once and for all. Here's a thought or two: At one time IBM thought that there was only a market for up to 5 large computers, and that was 4 too many. They were close. Microsoft purchased the rights to MS-DOS from SCP. So I'm looking at the RAS market like computers in the early days, and during the infancy of PC's/distributed computing. And MDT like Microsoft once they owned DOS. The ONLY way that happens again is due to the IP.
HINT: Trying to figure out Titan is a waste of time until we know what's in the development agreements. Which is why most of us are watching MDT closely. The development calendar had to be moved out at least a year b/c all of the ENOS engineering resources are currently committed to the MDT IP integration. Titan isn't building ENOS. They're designing, refining and enhancing 2.0, 3.0 etc.
For those that are having difficulty accumulating research material and keeping it in the forefront of their minds: This is the situational awareness part that seems to be missing each time you post. Please keep this post so you can read it every time you think to ask the same question(s) again. Happy to help.
Good luck to all. Regards, BK.
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