My main concern right now is cash. They burned a lot during the first quarter and the few questions asked on the conference call did not focus on that. I'm curious how much opus can back them up until they reach ebitda + later this year. Any thoughts?
Correct me if I'm wrong, but the focus on premises security will not allow them to be major players in the majority of the IoT space. I no longer see a link on the INVE website for Identiv labs. Still holding.