Like Agus Solutions, BQT will struggle. These guys have touted thier 100 potential deals, although have said little of the actual probability of landing them. Its one thing to be in disucssions - and gee, thier technology's pretty sexy, so who wouldn't want to be in talks with them. But let me tell you, when it comes time to write a cheque and commit to a vendor which is a tiny public company, those 100 deals will shrink rapidly.
Both ASV and BQT have great technology - but it will take them much longer to commericalise than what they think.
Both are short term sell. I hold neither (I used to hold ASV, but I sold at a loss)
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Like Agus Solutions, BQT will struggle. These guys have touted...
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