Thanks for posting that, Putnid.
It was quite balanced.
The risks for UBNT are executional especially as they move to both the higher end performance and consumer markets. Will they have the infrastructure in place to accommodate their growth?
My opinion is UBNT can afford to stumble a time or two in some areas as long as the growth is there. I have confidence excellent growth is on the horizon based on new products.
If they execute flawlessly, the upside could be tremendous.
"My opinion is UBNT can afford to stumble a time or two in some areas as long as the growth is there. I have confidence excellent growth is on the horizon based on new products. - AJ
That’s pretty much my assessment of UBNT’s prospects, too.