but they are a solid competitor right? that's the piece of the puzzle that's worrying, is the lasting competitive advantage which underpins the business case
I had previously read that report, The Foster report doesn't paint a great picture of predicted profitability in the next 2-3 years, so is everyone investing on basis of hype taking this from $60m cap to $200m cap without profits being realised in a consumer goods market? how long do you put up with loss leader marketing? and then in a few years time no other companies will compete on price point and features after catching up, ie applepods version 2 wouldn't be released by then?
tp others getting their back up, sorry to offend the believers on here, just having a conversation in a space i'm not as familiar with how to value
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