Rick Munarriz

They are a leader in this whole data mining thing.

I do think that this is a company that will continue.

As far as profitability goes, I also cheated.

2031 is when analysts see it turning profitable on a GAAP basis.

Again,

Five, six years from now, it's a very long wait for investors.

But I do think that, especially with Snowflake, which has even stronger free cash flow and a stronger free cash flow margin than SentinelOne, I do think that it's positioned well.

And yeah, again, the company has not been the best of stocks sometimes, but I do think that it's a very important company that's not very well understood and not very even well known.

It's not a household name.

You don't go and see mainstream investors say Snowflake and they just looking out the window saying for Snowfall.

This is a very legit company and doing a lot of things right.

The funny thing about analysts, even sometimes near-term expectations are out of whack.

The further you go, it's more like trying to land a parachute into a tin cup down to ground level.

I take no faith in the numbers.

The companies will change a lot.

I think cybersecurity is going to continue to be a very important field.

And Sentinel-1, they are improving.

This last quarter, notwithstanding, as far as margin front, I do think Sentinel-1 will actually get there faster, sooner than Snowflake.

But I think both companies will get there eventually.

But I don't think investors are going to punish them.