the potential for the coming year

look at a company called insulet on bloomberg.

market cap $2b, sales of $250m - however their sales and marketing costs are around 25% - to compete against the incumbents.

also a one trick pony.

UNS has a broader portfolio and I would argue a wider market.

no go to market costs - people argue about the cash burn - a large percentage of this is not top heavy management - its R & D - something that sustains the companies growth trajectory.

i believe if they can deliver a handful of deals before christmas with some chunky upfronts, then more investors will pile in - if not then I suspect they become prey for the big device guys!