I have a specialist IT background, in comms,voice, unified messaging and Lync,
I thought the half year was more positive than I was expecting , obviously the timeframes were not ideal but I wouldn't want them to say 3months away and then under deliver, better to be realistic, this bit in the CEO presentation stood out to me,
Certification
NATO certification for new products has recently been awarded.
Obviously certain government departments are using these already, the above would have been a pre-requisite for them to install the hardware "for testing", I can see so many government departments using these for every link especially the 10gig encryption switches they currently provide, point to point IP phone encryption would be the biggest seller, followed by video chat and cctv. I like the fact that they are leveraging Avaya, they are a huge player in phone systems.
I think this has the potential to make some serious money if they can start to take some of cisco's market share due to being the first mover on the 100gig devices.
hoping for a slow creep up from here and a few positive announcement's in the next few months, June/July should see allot of government spending to use up their old/new budgets, hopefully companies like google and amazon can start using these devices for their cloud offerings between countries.
DYOR of course
