RE: RE: RE: The Street...I don't know but overall I get a more aggressive positive tone over the last while. News releases coming more often. A tuesday earnings report over a thursday for the first time in over a year.And to be candid what did they lose. I have not heard of any losses in regards to customers. So all things being equal we are pointing to an upside with any new wins bringing extra income. That is not to say that there is an unknown quantity here but I have not had a sniff of anything negative other than Bladerunner which in my view is a positive.
So if they have the status quo then earnings should be better than last year at this time with a good chance for upside. Being out of the stock would hurt if the expected results are good. And if by some chance they are not, the future sales and the fact that we are at a relative early stage of an area in which Sandvine is one of the dominant players, would translate to a very limited down side. When you are getting tier 1 contracts you are showing everyone you have the goods. This is not about if but when. If I were a betting man, and I am in this case, I would not bet against Sandvine tomorrow.