CAT 0.85% $3.54 catapult group international ltd

Nothing wrong with dissenting voices, they help you question...

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  1. 41 Posts.
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    Nothing wrong with dissenting voices, they help you question your own thinking. Steve, I hope you continue to post, interesting to hear differing perspectives, even if they contradict my own, haha.

    How much of the recent Statsports contract wins due to the Apex device? STAT wins have increased since its release. Its be out around a year now and the major contract wins have come in the same time period. Is it just a generational to and fro with each device and CAT will now win more business with the Vector? It looks to consolidate a lot of CAT previous offerings and has features that Apex doesn't so appears to be the next iteration of the technology. Also if CAT has been growing despite having the older technology, the Vector may help with sales growth. Not expecting any answers to these, just questions I'm asking myself.

    I'm of the opinion that the consolidated offering ('the stack') is a feature for CAT, I may be wrong. However, all of its competitors are offering only one part of the "stack". It may be more desirable to have it all unbundled, but my bet is that as the technology and uptake improves a bundled offering will have its appeal. It has happened with other consumer products and any move by its competitors to merge would suggest CAT made a move in the right direction first.
 
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