"Hence, no reason to suppose follow on sales, no reason to think somebody is "geting it" ... just some runway."
It is a commodity type of product. But at least the demand for such products is unarguable. Maybe Safend doesn't have much of an edge. But perhaps they can compete and generate sales.
I mean, who really cares about getting it except supply siders seeking their vindication (or put alternatively, an escape from a decade's collective humiliation). Cash is king. The development costs of safend's products are sunk. So the gross margins will be high. Safend was already doing the best of Wave's divisions. This might actually make it profitable!
Maybe they have earned more than one exclamation mark!!