well maybe that is it.some realization that these things are selling much too far under an appropraie book multiple. Hey who cares: this is why I hold on, as long as I am as sure as can be that the company has not fundamentally changed from what attracted me in the first place.
neng should make a large amount of money, more than I expected 20 months ago, now with the msft and centera agreements in place. I have been burned enough to forget about "how high?" for now....I just want to see the sales and margin numbers in another year