I agree to an extent. I'd love more technical details (from both SFI and NEA) about their imaging systems, but it certainly looks like NEA's "V2" system is stepping into the area that was previously SFI's point of difference (high-altitude, wide-area). Will make SFI's commercialisation phase that much more difficult, as well.
Downgrading my sentiment to "hold" for now. C'mon SFI, give us some news.
