RE: RE: What the Heck?Good points longhaul and keeping things in perspective.
Ultimately, whether SVC is keeper or not depends on, imo, profitability and serious revenue growth. This likely depends on who gets the contracts for the largest service providers. If awards are given out and Sandvine doesn't win any of the awards (ie. AT&T), then I don't see much if any optimism for this stock.
We've said all along - Sandvine's in a competitive marketplace and the goal is probably to win as many major accounts and customers as possible over the next year or two that will hopefully position them for the next few years after that. We have to understand that it's likely the mgmt team at Sandvine are building this company for the long term and not for a quick short term jump in the stock price.