So long as the performance targets were not low hanging fruit.
I don't know the answer to that either.
If not then we can be very encouraged.
If so its a bit ho hum.
The market seems to suspect the latter.
Still I agree with your second paragraph regardless.
As ive said previously I am of the view that we at at the embryonic stage in IoT. I seriously think there are so many managers and companies that have never heard the term IoT let alone have any clue as to what use it would be to them.
If Dave is right it will necessary for them to learn and embrace it soon enough or fall behind.
BUD Price at posting:
11.0¢ Sentiment: Buy Disclosure: Held