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BTuna

06/22/20 5:14 PM

#73661 RE: 2morrowsGains #73650

Re cspi

I own cspi 2morrow, but as I've said in the past, they still have not landed a single big win with aria; heck they haven't even landed any win. These integrations you keep posting about. . .CSPI along with every other cyber security company MUST integrate with just to be competitive. Its not any sign of things to come, it's just another bare minimum requirement they need to compete. They need a win (and honestly multiple wins) to gain any street cred. They also need to compete in multiple areas with dozens of competitors who already have had customers for years.

I know they are in the advanced stages with at least one large company and hopefully others. Those companies are also in the "advanced stages" with multiple other competitors. Once all the evaluations are done, a final meeting will happen and it may not go in CSPI's favor. Companies tend to stick with people they already work with if the price is similar.

I appreciate the exposure you are giving to CSPI, but I just wanted you to not be overly optimistic about CSPI's prospects, they are a small company with exactly 0% market share in cybersecurity. I think the management is excellent and I hope for both our sakes they can get a win. Cheers.