I think the first significant rerate will come on some big news....

I think the first significant rerate will come on some big news. more top 10 US telcos plus the long awaited domestic telco

then once there is visibility that we are on the way to cash flow positive the market will really wake up

no one knows the impact of Cisco and how quickly their numbers will climb

certainly the next 12 months growth should be multiples of the last now that the business is fully resourced

as lord bell said a take over could happen at any time - hence Dubber has been focusing on the land grab of telcos. who the natural acquirer would be - could be many