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4sleddogs

12/08/16 9:02 PM

#123332 RE: EsterProverbs31 #123279

Why are you saying there will be no product promotion in the New Year? For me the proof will be in the pudding of the year-end 10-K and 1st Q reports. Until then, the jury is still out IMHO.
I will reserve judgement about management until then and remain long & strong SFOR!
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Knuckboy

12/08/16 9:13 PM

#123337 RE: EsterProverbs31 #123279

After doing DD it's pretty obvious that SFOR's business model is on licensing fees. That's what they have with Comcast and MSFT. Look at the three current defendants and you can see they are going more service oriented.

Retail play is a small aspect for all of them. The market hasn't really developed.

I wouldn't worry about not seeing costs being sunk into retail marketing.