3500 system comment was what BUD said in securing/manufacturing OHM system and components. It doesn't equate to customers and don't think he meant customers anyway.
$2000 per month is what even I am using now since BUD disclosed larger systems getting sold, more sensors getting added to existing customer base. Yes, they have said $750 USD/month as an average but so far whatever we have sold appears to be to much larger user so it's a fair assumption.
So far, I am of the view that smaller system scale may not be as high as I originally thought. Speaking with number of industry personnel and people in the know/how, this may scale very well across larger players who will be using 10-20 sensors and system rather than one-off standard kits.
This means overall lower uptake in total number of OHM base unit but larger systems. This is the reason why BUD only said they ordered another run of total systems (including sensors, base units etc) and didn't give us exact number of Base units. Later, they decided not to disclose any manufacturing numbers at all.
Overall, I am supportive of this strategy during this building phase, however I do expect them to share these numbers in 18-24 months time.
BUD Price at posting:
12.5¢ Sentiment: Buy Disclosure: Held