Savvy Trades and Investments

[BTuna]

Re CSPI

CEO was strangely distracted at beginning of CC, was a little odd. . .

1.6 million in Aria revenue. A pittance of the potential market. As I suspected, they are just too small to instill confidence in a big company to get a huge win.

"Why not just buy the entire company" is what I would be thinking if I were in charge of a big company's IT decisions and liked Aria.

But if they can chip away at smaller/medium customers (which they directly said they intend to do), and grow their headcount AROUND Aria, they have a chance. This is going to take years and the challenge will be two-fold: they need to stay current with the technology as well as time goes by.

I got what I wanted though, UCAAS segment growing, cost controls remain great as usual. Still upside here even without Aria. I just won't be accumulating more.