RE: Re holding20 Sep 2018 19:09
DA do not sell boxes. Their revenues don't increase in a linear fashion, they increase exponentially,slow at first but gathering pace at an increasing rate... because their business model is based upon SAAS - Software as a Service, which is subscription based. Take a look at what happened to Cisco's earnings when they switched to SAAS, So you're wrong to assess DA in this way.
And DA is not the be all and end all at all. Both FVR and InVMA are growing rapidly especially the former.