UBNT appears to be only a niche player in M2M, producing mFi (a WIFI-based M2M device). SWIR commands about 1/3 of M2M market and is more cellular-based. They generated about the same level of revenue in calendar 2013. But UBNT is a hyper grower compared to not-much growth with SWIR. UBNT has only a dozen patents vs. SWIR's more than 300 patents.