They have managed to have 6 up quarters although last Q was weaker than previous 5. They are a strong player with 60%+ of LNP/WNP and growing. They have new software group in India which has been on line for a few months. Bundle services revenue and VoIP growth should pull all VoIP related business forward. ATT and ALL other major carriers will jump on VoIP. Private held Birch communications will be one VoIP to watch IF they decide to go public in the future. EVOL stock price is postioned over last 60 days for accumulation and those with info on telecom industry have been buying. Next area for software growth and development will be security of VoIP and wireless format. EVOL is perfectly connected and postioned to take advantage of growth. They will be buying other players or getting bought out by larger software types (ORCL, as and example). I think $3-3.50 was great place to enter and current price is not bad. I think a multiple of 4-5 current $6 is very possible over next 12-24 months. With any effort at all by the sales staff, starting with this ATT contract. ATT growth alone will be enormous, this is only 10 test markets, with thousands to come via ATT and other national/international markets. Not pumping, just the MB facts. :0)). DP.
WHy do you assume that EVOL and At&T have signed a deal just because announcements were made on the same day? EVOL is hardly the only company offering the service. I agree with much of your analysis but AT&T? The market's telling us otherwise.