RE:RE:RE:RE:2Qrt and Patent filingTHRK ... I think you understand that my point of context was to address the concern from investors regarding how come we do see more "News Releases" speaking to revenue captures. Book vs realizing. I was trying to use the quarterly numbers to emphasize the diversity of their customer base and revenue generation. I recognize booking an order may not translate into the complete capture of the sale. If we all begin to understand and this point was clearly made on the quarterly CC ... "New business is a one time capture of a sale" ... Sandvine is trying to emphasize new customer acquisition because once they have a customer on the hook, they can sell additional services. Your point, no more than 10% of revenue from one single customer in the quarter.
We all want "Big Wins" because this drives price momentum. I assume we have some day traders who have followed this stock wishing there were more announcements so they can play daily games trading on the high volumes that these type of announcements create.
Sandvine is a solid Canadian technology play with definite upside. The market for their products is growing as seen by new customer acquisition this year. More new customer this year in 6 months than in all of last year and more than 250? existing customers. As investors, I emhasize that our struggle is the need for quick returns. I see that in postings on thios board all the time. The technology platforms today require additional new product development and scale to ensure your technology does not become obslete. What I think many have missed here is that Sandvine has built for the future. Leading edge technology in an industry many cannot understand or predict.
I sell software for a living. Most organizations do not recognize the need for change in business process or simply cannot scale with the neccessary changes. This is why many businesses fail today. Put that in context to the technology platforms that many Sandvine customers have today and we will all begin to see how difficult it is to manage growth and scale in any business. Long rant I suppose but I am a believer. My tag line "retiresoon" was created based on investments I made long ago. Sandvine is a big part of it and I am comfortable riding the ups and downs of a great Canadian technology company.