In addition to the points you raised, it should also be noted that at least 4 of their major customers/partners are in the Fortune 500 Class of companies. Telvue is running in some fairly influential circles.
And I note that they are evolving their product lines to meet the changing market in a very responsive way.
4kids all jmo
10/5/07 -- there are no coincidences here ... oh and like many other longs .. not selling at this level --