The Lodge report is full of errors eg QFT market size (40M not 70M) and cost (QFT-G is US$20 US not US$15) and the time and scale of forecasts is inconsistent with the analysis.
However, the big picture is basically sound. CST are not known for ramping up their product and it would be difficult to be comprehensive using material from the CST website. Subsequent reports should be able to be more accurate, particularly after data from the next 2 qtrs.
The Lodge report is full of errors eg QFT market size (40M not...
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