Their market cap / PE ratio implies that they could grow to net income around 2-4 billion per year. Apple is at ~11 billion, MSFT is at ~39 billion. I guess it

Their market cap / PE ratio implies that they could grow to net income around 2-4 billion per year. Apple is at ~11 billion, MSFT is at ~39 billion. I guess it is plausible that with excellent execution they could somehow build a moat around their business and get to some type of monopoly status for video conferencing. They do seem overvalued in that their current price indicates that they are on their way, there is little risk to that happening. But there seems to be huge risk, there are lots of competitors and I can't see how they differentiate enough to escape the competition.