The caution is that companies selling into public school districts and states are still selling into a highly politicized space with long-buying cycles and all the rest (others have written about this extensively).

FORBES: EdTech Market Is Growing--If You're Disruptive

The OEM business is expected to remain strong for the rest of the year, driven by new product cycles from manufacturers of smartphones, tablets, e-book readers and other mobile Internet devices that use flash-based storage solutions.

FORBES: Mobile Memory Makes SanDisk A Winner

There is still the chance that ministers, faced with the prospect of many millions diverted from the rest of the health service, will use their powers to offer fewer cycles, or perhaps throw out the Nice recommendations altogether.

BBC: IVF increase: Can the NHS cope?