Dubber.Dubber.Do., page-3705

Although I have been critical of DUB for cash receipts and end user growth, I think that is all about to change. Correct me if I am wrong, but the cisco price list will help without question for end users but more importantly, i can't see cisco being tardi in making payments. If this is the case our problems might go quickly with rapid cisco end user growth.

I have to say also that I agree with lord Bell on the macros but think DUB is breaking into a large market from a low base. A shrinking of the base may hurt long term, but short term opportunities remain huge. Double or triple end users and the share price will reflect that even with poor macros. Having said that, continued cash performance will see us tumble. I just don't think that is likely now we are on with cisco.