RE: CNBC-Mad Money on AllotI must agree with Cramer on this one. This space looks poised for solid growth for the next few years. That coupled with Sandvine's serious undervaluation vs. Allot (Price to Sales, Price to Book, Price to long term revenue growth) makes me really like Sandvine. This stock should be trading higher than it is here.
Another point is that the CAD has fallen about 5% this quarter which will have a direct impact on SVC's bottom line. Book to bill was also above 1 in Q3 means I'm looking for a decent upside surprise for the Q4 EPS.