Not Netcomm, but a very similar previously consumer-focused business shifting its strategy to m2m or "the internet of things". Worth a watch.
"NetGear CEO Patrick Lo has grown tired of all the breathless talk about cloud computing bolstering the prospects of Internet security stocks. In Lo's view, the next really big thing will be the 'Internet of Things."
http://www.thestreet.com/story/1275...ys-internet-of-things-is-the-place-to-be.html
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