Hi Kfann,
I got into NEA several years ago after using it for checking road and intersection details and their changes over time, and for this application the 2D product was perfectly adequate.
But I'm having more difficulty seeing the 'game changing' nature of the 3D product and what exactly new consumer categories will really need this data.
Could you give some specific examples or point me to a good article discussing which industries really need 3D data and what they will use it for?
I can think of real estate agencies using it to 'show' properties to clients. Also checking prospective views from yet-to-be-built apartments, and checking lines of sight for mobile phone tower placement. But other big, important 3D applications elude me at the moment.
Thanks for your great analysis on this stock. I hope you can help with this query.
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