This one reminds me of Sirf, the gps chip manufacturer. When the chip became commodity, the price fell like a rock and never recovered as some major players came into the market (BRCM). Same thing is happening right now with GOGO. I saw the Motley Fool presentation because my wife made me sit through it and I think they are off base on this on. Glad I did a little research and did not buy, maybe later and will keep monitoring the company for a possible entry point.