Seems the “inked” deals haven’t translated to $$$. If they had I think we’d all be singing a different tune and Nfusz wouldn’t have had to do a $50,000 “test” with Kodiak.
Ted when I read your statement I was totally shocked that anyone would or could be disappointed by a HUGE ANNOUNCEMENT from SALESFORCE until I read the last part.
I remain long here but have reduced holdings some.