My current thoughts are that if DTS can install another 300 this current month they will be a bit over 900 stores by the end of March. Surely the market will de risk DTS and its ability to meet its 1700 target.
it definitely seems that there is a large seller selling out but this couldn't be anyone who purchased after the IPO. If they can install another 300 stores this month it would be clear to me that the seller is rogue and may want out of the company for personal reasons rather than then the performance of DTS.
In regards to the UBER vs DTS debate this can be discussed after the 3,000 stores contracted are installed and when DTS is looking at more stores outside of pizza as growth. I don't think this is an argument for now.
Ann: Dragontail Nearly Doubles Install Base in February, page-15
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