POK vs PSY

PSY last year, on the back of a claim of having potentially  a new industry standard in the $14b MEMS industry, ran to a $400m market cap.

In 4 years POK will be operating in a 1/4 of a TRILLION telemetry industry (18x the size of the sphere that PSY wishes to operate in) http://www.marketsandmarkets.com/PressReleases/global-telemetry.asp



....and Buddy claims to be the best offering around right now:





The kicker when comparing the two, is that unlike POK,  PSY had no product

As we know, not only does POK's Buddy have a who's who of backers, but also is generating revenue as we speak and from blue chip clients at that - Ford, Volvo, Microsoft, GM etc. No problem getting a foot in the door here.

With Google buying Nest for $3.2B and Amazon buying 2lemetry (in above graphic), it is clear that POK is in hottest sectors (telemetry) of one of the hottest sectors (internet of things).

I just cannot see this stock going quiet for quite some time.

@Fibonarchery - as you are one of the few investors on both stocks am I incorrect or missing something with this comparison? Appreciated