if you watched the ACS Webinar, you will note that
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That said, HSN Is huge. it reaches millions of people on tv, and online, and if it is sold by female tech person- Zuckerberg? its much better than the product sitting on shelves without someone selling/promoting it.
again, retail is cool but enterprise systems, govt contracts, TPG/intel, Microsoft- all confirmed by the webinar, and many others soon that will be licensing is what will make this company's valuation soar. much, just cannot be released..yet...
oh yeah, and ropes gray, settlements/lawsuits etc, will only keep adding to the valuation.