I look at this a couple of ways: 1) if successful what kind of...

I look at this a couple of ways:

1) if successful what kind of size of company should BUD be?
'Splunk' (https://www.splunk.com)  is a company I use as a proxy for BUD's future success - they are a San Fran Co that 'turn machine data into answers' - their MC is about $7 billion - you may have seen Splunk referenced in early BUD presentations - I see no reason BUD can't aspire to be a Splunk sized company - they're in a similar space / both US based / both with great management pedigree / and already have a relationship - how long to get to $7 billion MC? I have no idea - but 5 years should be a decent start - that takes us comfortably through the magical 2020 timeframe where IoT is predicted to have gone 'supernova'

2) what is BUD's business trajectory?
I think we are starting to see hockey stick style growth - with Ingram Micro and T-Mobile leaning into the cause I can see many telcos and electrical installation companies signing up - I see these 2 partnerships as clearance for take-off - suddenly the business can jump shift to country by country / region by region - suddenly Ohm can just pop up literally anywhere - we also have the prospect of Parse 'alternative data' revenue from early next year - so I'm seeing 50 cents on the near horizon - and $1 is a very real possibility in 2018