I think the market reaction was to be expected given the deferred revenues. It means there is no rush to buy, yet no one is rushing for the exits. I guess that means there are few STTers onboard for now. If anns like this keep coming, next year will be huge. It will be interesting to see how much of this revenue translates to profit.
Ann: Sensera enters 3-year multimillion dollar supply agreement, page-7
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