I think we'll see some solid gains this quarter, market willing.
I too thought Moshe did a good job handling the price per share problem. A CEO should never comment publicly on share price, that is up to the marketplace to decide. Any detailed comments could be seen as manipulation of the price.
I was very pleased with the news this morning, and looking forward to seeing some of the new deals which are supposed to come out this quarter.
In the stock market, you have to be willing to change your opinion when the situation dictates it. Holding on to old beliefs when the situation changes causes people to lose big money (or avoid potentially large gains).
Moshe handled this CC in a much more tempered way than in previous CC's (actually i had only heard 1st Q, 2004) but he seems to have now understood what the market does when your estimates hope for the most rosy scenario.