Here here gliontos.
The thing about ACG, which speaks to gliontos's comment, is that the primary risk is in marketing. The company is already a proven winner from a technological standpoint - a huge plus for investors (and significantly derisks the company). Now as ACG experiences an increasing take up of the technology, not only does ACG experience operating leverage on the incremental sales, but we get closer to gliontos's inflexion point on the J-curve - where the take up gathers pace and the delta of sales increases significantly.
The only problem I can see for investors is ACG being taken out before we hit said point.
looking good, page-7
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