Yeah I see that in a similar light as thermite sales. You can’t factor in too much until it happens. Definitely gravy. In the case of thermite of course they have hinted at actual revenue.
I think the product side is going to be key this quarter. At this point we should be seeing any benefits from the investment in their next gen products. Last quarters product side was not especially strong. If they aren’t starting to see traction at this point you have to start wondering what is wrong. Wrong technology? Poor sales team?
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