IntraLinks VIA just available on April 29. first customers include: Vodafone McLaren Mercedes, Midland Metal Products + Four Points Technology
VIA "roadmap" creates a platform & ton of market opportunity for IL targeting secure "outside the firewall" collaboration.
New IL "story" acquired within 12 mos imo @ double-digit stock price
Sentiment: Strong Buy
We're talking SaaS here! Can't beat it with a stick!
Those VIA customers were mentioned in the conference call, so that's public knowledge.
Disclosure: I am overweight long in IL.
Speculation: a major company could sell tons more of VIA than the current outfit could sell. So, good takeover target.