Dont rule out a buyout coming soon!!! :) $$$$$Oh yes my friends....will the massive potential SVC has going for it right now, Its a very real possibility!
In this report we take a look at SVC's potential for growth. Forecasts suggest market will double by 2017. Although most DPI forecasts have
proven slightly optimistic, the market continues to grow, and is estimated to
reach $2.0B by 2017, more than doubling its current size. SVC holds a leading
market share of approximately 14%. . Opportunities to expand geographically and in other verticals. We continue to
believe SVC can grow strongly in areas such as India, where it is investing and
hiring quite heavily. In addition, the company believes its technology could
disrupt the $40B+ OSS and BSS market. . Business model has leverage; EPS should grow faster than sales. With 70%+ gross
margins and a growing end-market, we believe if SVC holds its market share the
. company could see revenue more than double by 2017, but EPS could be up over 5x. Maintain SO; SVC trades at discount to comps. SVC has reclaimed the market share
lead and is now the most profitable of its comps. It also trades at a discount
to these comps, so we maintain our Sector Outperform rating.
Bring on Jan 9th Boyzzzz.....I cant wait :)