Yes your comment is irrational. The percentage of funding spent on the offices is likely small. This made you worried about their prospects, and not recent (hard to measure) stats about flat growth?
[imho, they're doing fine, but had a bad few months. As far as execution, they are releasing a lot more a lot faster than they used to - but is it the right stuff?]
[imho, they're doing fine, but had a bad few months. As far as execution, they are releasing a lot more a lot faster than they used to - but is it the right stuff?]