Two Week Update

What about flex do you think is overhyped?

Hi Andy,

They “launched” Flex in March 2018 (that’s 2018, not 2019!), with a lot of fanfare, and it is still not a “major” contributor (long sales cycle, etc), or even a “medium” contributor, and just possibly a “small” contributor to revenue. That’s over-hyped, wouldn’t you think? Sure they were probably launching a beta, or whatever, and it just came generally available maybe three or four months ago, but still, from all the noise they made about it you would expect it to be almost carrying the company 17 months later. A year ago they were talking about an “oversubscribed beta,” etc etc

Saul

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