Being right within guidance with not much hype attached to it...

Being right within guidance with not much hype attached to it instils a fair bit of confidence that everything is on track. My feeling is that this is a steady as she goes sort of report with a potential for significant upside in the medium term. With the new CEO taking a more aggressive approach to sales and still having leading edge technology gives me confidence to continue holding. It is in a growth business and I would expect these percentage numbers will continue into the forseeable future. I'll qualify that this is mostly a gut feeling rather than hard data but some of my best investments have come from the gut and not from broker reports.