Just what we needed, page-180

Chill, agree with both your sentiment and your theme...basically get down to under-committing and over-delivering.

But I do (also) harbour the suspicion that the apparent lack of confirmatory announcements might have a political, more than a commercial precursor. If that is the case, it will not be publicly declared and we will just have to look for code messages to satisfy conspiracy theorists.

We now have a gilt-edged reference from the UK Govt and penetration and references coming out of the Telco strategy. The only question mark is how much longer before the CISCO partnership starts to translate into revenue?

Regardless, in my view, Covata is a buy, no, make that a steal, at current SP levels..