Would be nice to see more detailed forecasts. SAAS vendors have...

Would be nice to see more detailed forecasts. SAAS vendors have margins of 60-70%, which can be used for Arty revenue, which Pulse, Conneqt, Mobvoi, etc feed into. I'm too busy to create TAM models here's a big rock comparison.
- Fitbit mcap: 1.75 bn USD mostly watches/trackers
- Garmin mcap: 29.21 bn USD diverse products from cars, outdoor, marine aviation: hence bigger mcap
- Apple watch: 10-12 bn USD in sales (41m watches 2021)
- Resmed mcap: 38.40 bn AUD RMD is a respiratory leader, to compare on an industry or metric-set (Craig's used a term for this)
- Omron mcap: 17.00 bn USD

With Pulse, Arty, and Conneqt, I think CDX can easily be bigger the Fitbit. Might Resmed be a 10-15 year comparable for CDX?
My 5 year punt on mcap with the current product set: 3-5bn Aud (50-80 bags).