RE:RE:RE:Decided to come back in Today at $3.00 !!!Lets hope so....Scotia seems upbeat as well. $4.80 target !!!! We hosted meetings between investors and Mr. Dave Caputo (Co-Founder & CEO) and . Mr. Rick Wadsworth (Director, Corporate Communications) yesterday. Technology transition provides opportunity. Service providers are starting to adopt faster products, which provide Sandvine an opportunity to sell its new product. Sandvine's solution is more compact than the competition's and is shipping in production volumes. The transition may, however, delay revenue recognition as carriers require more time to do acceptance testing. . Cash will be used for M&A and share repurchases. The company is being very prudent in its search for a tuck-in acquisition that aligns with its customers, technologies, and people. Meanwhile, the company seems to have been buying back shares. . Net neutrality resolution would be positive. While the net neutrality debate seems to have had little impact on Sandvine's growth, it would be positive to have a decision made and the uncertainty removed; however, this may take more time to resolve. . Maintain Sector Outperform. The market continues to penalise SVC for the revenue miss last quarter, although those issues seem to be largely behind it. We believe the risk/reward proposition is quite favourable with the company's low valuation and high cash balance.