I have never listened to YMYC but we should never expect these...

I have never listened to YMYC but we should never expect these people to be all knowing stock gods. Perhaps they do have vast experience and if given some time they could sit down and look at VPC and come to understand that it really is next generation. We should probably give them part marks for even knowing off the top of their heads that there even is an LMS market at all and that there is already a number of traditional players in the core LMS space. But any advertising is good advertising so perhaps punters heard the name and have done some research over night and, who knows, maybe even old mate from YMYC had a look himself.