Well river, that's the thing about the pad offering, we don't really know how TZ's system is better than others. And yes, other locker systems have added functionality like dropping off the parcel. I see our main competitive advantage lying in our relationship with PB. It's a foot in the door to some very large companies. Whether that comes to anything is currently reflected in the sp.
The ixp system is clearly in a class of it's own and doesn't have any real competitors. We just don't seem to be selling enough to pays the bills.
As for aero applications..........no one knows
TZL Price at posting:
27.8¢ Sentiment: Buy Disclosure: Held
