The DLD/DLP products for EXBX have a 85% market penetration & capture potential as they are superior to anything currently available. That is why EXBX went this way first instead of the AV route w/ a lower market penetration/capture potential. It is like you said their are other AV solutions out there that EXBX would have to compete w/ more than the DLD/DLP competition.
If EXBX can get their AV solution developed, & it is superior to the other AV competition/products. They will establish a strong foothold in that market as well.
They need the revenue to pay OSR to develop the AV & 12-18 months, then on to marketing. In the meanwhile the DLD/DLP products should start bringing in revenues & contracts. We need #'s.