congrats on a great trade. had i done more DD on the stock ($5.3 in net cash, even higher this Q), i would have held on to the stock last Friday.
having said that, the company may still be a one-trick pony. I know they have signed up a US customer, but according to the sell-side analyst, that is a 2nd tier player, and revenue will not be nearly as high as the current one. It may be hard for them to find new customers. Of course, that will be after 2006, and the street only cares about the next Q.
At $12, no brainer. At $22, depends on their execution.
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