monopoly.
even a tiny monopoly.
is worth a few billion mkt cap IMO
a $2B mkt cap makes sense if they get full TCG acceptance/deployment news.
i'm excited & optimistic about the market oppty w/corporate users, less so w/consumers. but that concern is down the road.
it must be great to posses the ability to infer that Intel would put embassy functionality on next gen mbs... maybe barge's web services fantasy realizes itself & the de facto net o/s becomes reality.
fact is, i've probably taken more risk than a sane person otherwise would b/c of barge's theories more than any other.
if he *is* right, this is something like a $25-100B company some day...
bullish,
SPIN
PS if things went well balance-sheet-wise in near term (e.g. partners buy from treasury stock instead of otc) i'd love to see wavx get control of SSP & carve out a big ownership of the govt digital security market. IMO that would translate to a big piece of international biz eventually (embassy functions for major global corps - like VPNs on steroids) w/the cache of US govt imprimatur.
but Cubic systems inroads are exciting - btw, i do NOT like that 9 s/hs saw a govt vendor list @ dinner that i can't see.
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