From the Roth conference, mgt maintained its FY08 gudance of $210-$220 million in sales. This, positively, contrasts with consensus analyst estimates that were reduced after the Dec Q to something closer to $207 million. Implication: the 2H will be strong with Qterly sales in the mid $55+/Q range.
With the core business strong, DOCSIS 3.0 product shipping at, at least, $1 million/Q revenue, the question of how far SYMM goes up becomes how successful QoE becomes. The "core" business is worth $7-$8/share, QoE success could make SYMM a double digit stock for patient investors. If QoE is a big success, then SYMM could behave like SIGM has the last couple years.