RE:RE:I sold my SVC position todayWhy Blackberry? They remind me of Sandvine in some ways--1.5 billion cash for one.
Turnaround and transition to software business is progressing. But their revenues declined year over year and the market punished the subsequent miss when the last earnings report came out--again reminded me of Sandvine.
I like BB a lot but fear Sandvine syndrome where they build value in a tech sector that rewards only growth while the share price gets punished in the meantime.