I used to hate this stock and I was right, it's been a dog. And short-tem, it still may not do well. But if management keeps executing the way they are, and especially with the Opnet purchase, this could be a good long- term play. I like that they are cash flow positive and that the CFO hinted at paying off their debt from the Opnet purchase early. I like the way they're positioning themselves for the spending tsunami that's soon to come...well, maybe by 2014 -2015. Patience will pay off.
The opnet puchase has to really increase growth or it's cooked, it wasn't that bad of a qtr and the guidance was ok, but with a growth stock, the street will kill it. It's all about increasing growth to the bottom line. [ ARG} accelerating rate of growth.