我认为这非常重要，我认为这有很大的未来，对我来说，这个论点是这样的：欧洲的DMS推广已经定价，这是基础，我认为这是安全边际，如果那没有脱轨，我不应该亏大钱。我认为Fleet有很大的期权价值，不仅在他们经典的商业模式上——我们可以说是销售硬件——而且在许可上，他们将把他们的解决方案许可给硬件世界开发者，他们已经在努力达成一项协议来开始这样做，这解决了很多问题，因为基本上有了竞争，你不再与远程信息处理玩家竞争，而是融入他们，这意味着远程信息处理玩家拥有非常差的DMS解决方案，现在有了好的DMS解决方案，可以更好地与客户合作并提高安全性，客户会要求这一点，而Sim会为此获得版税。
市场更小，但利润率也更高。所以我认为这应该是我们在未来几年会看到的一些期权价值。
I think this is really important and I think this has a lot of future and for for me this thesis is okay the DMS ramp up in Europe I think it's priced in that's the base I think that's margin of safety if that doesn't derail h I should not lose big money I think fleet has huge optionality not only on their classic uh business model we could say of selling the hardware but on licensing it they are going to license their solution to hardware world developers, they are already working on a deal to start doing that and that solves lots of their problems because basically with competition you stop competing with telematics players and instead you integrate into them meaning in telematics player with really bad DMS solutions have good DMS solutions that can work better with clients and improve safety uh and clients will will demand that and sim gets a royalty for that the market it's smaller but it's also higher margin.
So I think that should be some optionality that we should see over the coming years.