RE:Why rock the boat? Tell you why...I think things are looking really positive. I did note on the call that Dave was much more conservative when discussing acquisitions than he was on Q3 call. I think that they were getting serious about an acquisition that probably fell through. He seemed to push out the timeline and said it needed to be a "good fit", whereas in Q3 he was saying "we will acquire" type statements.
This isn't neccissarily bad. Acquisitions are only good at the right price. I think Sandvine has a ton of great talent to develop products internally, no need to overpay for acquisitions that arne't quite right.
If share price continues to languish, I'm happy that they will be purchasing back significant shares at lower valuations. Not sure it's going to last long though.