I think the dream of the unicorn product being sold hand over...

I think the dream of the unicorn product being sold hand over fist in retail stores has gone.

Now they are focused on building secure systems in large corporations or Gov departments.

To do that they have to compete with some very large players with a product that as yet lacks wide spread recognition.

They are the new kids on the block and that will be tough.

They believe from previous literature that the market is big enough to accommodate them and hopefully that is the case, but it will be hard work in my opinion to gain recognition.

Their revenue for the quarter was lower than my expectation, but they did grow 10% in China over the quarter and have some high hopes with other ventures.

I am hoping they can continue to built revenue over the next quarter and beyond, but it will not be easy.