I talk to VC investors and analysts fairly regularly and rarely do they demonstrate that they have done significant research. I love the analyst in the story quoted: "Schatt said that while digital technology has a clear advantage over analog systems—higher resolution, more efficient storage, easier search and retrieval—there remain a number of traditional security suppliers who are not totally comfortable with shifting to full digital implementation. Widespread training is thus recommended, he said." This quote makes it crystal clear that he does not understand the key strategic issues involved – as if training was the missing link, lol . . . I will say, as to the two specific deals announced this week, Milestone looks sound and VideoIQ looks questionable. Milestone is an acknowledged market leader with a defined and viable business model. On the other hand,VideoIQ recently radically changed their product offering from video analytic provider to embedding NVRs into cameras. This is a big risk for its investors as VideoIQ's new approach has not been validated in the marketed and the product itself has real question marks. Maybe their investors understand these risks and priced them in. The terms of the deals are not disclosed. So I think Milestone is in the right place at the right time but I would not be surprised if VideoIQ was an act of irrational exuberance.