Fair call. Maybe they can achieve their sales targets without any large enterprise wins. I'm just not bold enough to bet on that. I prefer to see the upside as coming from large enterprise contracts. The 6-9 month ramp up you mention makes sense. To be clear, I don't consider myself particularly pessimistic on the stock. I certainly believe it can be a multi-bagger, and at current prices the risk/reward ratio is at least fair, if not favorable. Time will tell if they deliver on sales.
Ann: Quarterly sales update, page-12
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