Asset tracking has become a commodity application. The field is crowded. Price-diving is common. There is nothing special about IDSY's software. Look for them to get new business by acquiring another company.
interested to hear how customers are liking the virtual dashboard feature, mgmt seemed enthusiastic about the functionality on the last cc. if you take avis at their word with regards to zip v. idsy being complimentary technologies for the most part, the future is looking pretty good. should turn cash flow positive this quarter as well, and mgmt hinted at several new licensing deals in the works. overall, every stock's a roll of the dice, but there could be some good upside over the next few months here.