Thinking of starting a positionI have been reading that this space grows by 20% yearly and now Sandvine is the leader. The reason for the capital raise is thought to be to take their cash level over $100 million. Their two competitors have cash levels over $100 million. Apparently the large companies they are dealing with like to see substantial cash on the balance sheet for stability guarantees on long-term contracts. They are poised for five years of rapid growth here and I think the valuation, especially after this pullback, is quite attractive.