Long or short go listen. About an hour long. A good detailed deep dive on the products, their competitive advantages, if any, narrowed focus on potential product thrust and what they have learned the last 2 years from mistakes.
I enjoyed the detailed manufacturing dialogue and scalability of their business without need to build factories. The secret sauce is the software
IMO the current Printer customer launching is in a few weeks
They are courting big computer Co's right now and being windows 8 Certified has made their lifting easier.
Significant revenue will start hitting the books Q2 and just ramps. They expect a very good year and will be very busy.
Richard - please give me a call when you get a chance ... 9175099582 ... I would love to openly discuss all your concerns regarding NEON. I would hate for you to remain terribly misinformed about our stock, and would like to provide you (and any one else with questions/concerns) with a more accurate picture of what is really going on. I (Daniel Gelbtuch) can be reached at 917.509.9582 or email@example.com