At first I thought this was a report by Sequoia Capital, the famed tech VC firm out of California, and thought WOWEE.
Lol, not the case. However it's still a very well-researched paper. They've definitely done their homework.
So far this and Shaws are the only pieces of coverage I've seen. When this starts getting covered by a few of the bigger brokers and IBs it could really move.
