indyjones, I want BOTH! LOL! I want a hot product or two (or THREE!), AND, I want them to deliver, for the long-term, better products and services.
As far as discussion and debate and counterpoints, please go ahead and start the discussion. I GUARANTEE, I 100% GUARANTEE, that you will have plenty of opportunity for debate and counterpoints here.
I will start: "What is the market context (LTAS in North America)?
First of all, why are you only mentioning North America? In North America, the FAA has a stranglehold on lighter-than-air vehicles, where they can fly, etc. etc. Part of the reason I continued to be invested in this company is, the potential for sales OUTSIDE the U.S.
All JMHO