RE: RE: RE: bnn....Nice interview by Caputo on BNN. Impressed by the way he handles himself.
I noticed the hosts are not really knowledgeable about SVC; not sure whether that's really true or not but if so, I got the impression the majority of the market, institutional and/or retail investors, just don't really know what SVC does or don't really know this mobile space. So imo, I think there's still a huge learning curve for the majority of society as to what SVC does and why it's important which could have positive impacts on SVC's share price if SVC becomes more of a household name.
Caputo also mentioned a few things:
1) network intelligence is where ISP's are going
2) SVC is still in an emerging space - who knows what options or possibilities there are.
3) CAPEX - Caputo reiterated that if ISP's spend a small portion of the billions they already invest in CAPEX towards SVC solutions, it will likely increase their ROI - ISP's will likely be able to defer investment and/or generate new revenue streams.
4) from a strategic perspective, Caputo highlighted, when asked, that what SVC does is very difficult to do. I got the impression there won't be a lot of entrants into SVC's territory that would be considered threats. In other words, I think what this means is the incumbents - SVC, Cisco, Allot, etc. are all fighting for market share with each other vs. also being worried about new competitors.
At the end of the interview, I got the impression the market, generally speaking, has yet to catch up to SVC and what it's all about.