Why the drop in sp?, page-42

It may be the case that the "good inventors" are not good at implementing a business model, however it seems to me that they have gathered the appropriate people to do the business model. Some how maybe the team at WSR have seen all of the shortcomings of NEA (whatever they may be) and have developed a smarter way of doing business more efficiently. it seems reasonable to me to come to the conclusion that this has the confidence to become a very good platform for the GIS market.
and Yes Gilly more than sometimes the market is about speculation and that is what makes it exciting.