RE:Purchases of ETC and TransCore
mrmoribund, excellent post. I don't think ETC is as much of a sales fixer upper as you note. No question TransCore has scale, which ETC is striving to attain. QTRH provides resources to go after the larger contract. The seasoned major account sales hire ex-Kapsch will help. Bringing in a new crop of analysts that know the ITS space has to remain a key marketing goal for QTRH. Of the current crop of analysts, I'm only comfortable that CIBC gets it. I agree with your perspective on Q3. We should get much added color on ETC and go forward discussion on ITS. A solid financial picture, led by Wilan, should make for very positive call.