4 Quotes by Mark Kelleher

One can argue that the market might've gotten ahead of itself, and might have pushed up prices of some of these companies a bit too high. But the recent drop is an overreaction. I see this as a buying opportunity. Prospects for the sector are still extremely positive.

I think that's the No. 1 issue that people are focusing on.

People are concerned not only as to when this is going to be profitable for them, but also how have they changed the dynamics of competition.

There will be serious channel conflicts. They'll be bumping up against each other's sales people.