Thats a lot of sales - 50k/month. There are so many competitors here - NetAtmo (1), August, and several others (3). This is isn't like investing in GoPro 5 year

Thats a lot of sales - 50k/month. There are so many competitors here - NetAtmo (1), August, and several others (3). This is isn't like investing in GoPro 5 years ago,... Isn't this more like Cisco investing in Flip camera in 2009 (4) ?? (1) https://www.netatmo.com/en-US/product/presence https://www.netatmo.com/en-US/product/presence (2) http://www.engadget.com/2015/10/14/august-unveils-a-homekit-enabled-lock-keypad-and-doorbell-camer/ http://www.engadget.com/2015/10/14/august-unveils-a-homekit-...) (3) http://www.mysmahome.com/FEATURE/5344/7-must-see-smart-video-doorbells-of-2015-2016.aspx http://www.mysmahome.com/FEATURE/5344/7-must-see-smart-video... (4) https://gigaom.com/2011/04/12/stick-a-fork-in-flip-smartphones-killed-the-video-star/ https://gigaom.com/2011/04/12/stick-a-fork-in-flip-smartphon...