Further to my earlier post... http://www6.gemalto.com/RSA-2017 I...

Further to my earlier post...
http://www6.gemalto.com/RSA-2017

I wonder whether the 100gbps encryptor sales that the company are claiming to expect very late FY17 account for any unexpected customers that might gain interest at the expo or if it is referring to expected larger sales to Microsoft and/or Salesforce, who as per the AGM conference call were the customers testing the encryptor.

If there is near term availability (certification expected in March) for commercial sales of the 100gbps there are potentially 3 months of sales upside before FY17 results, not forgetting the custom algorithm and virtual encryption products both expected to be available for sales in the same financial period.