Actually, AHAA merged its wireless business with CNXT and AHAA's management took over. They are best in class, IMHO and SWKS is going to eat the competition's lunch.
FORG does look interesting, I'm listening to Phil Leigh's Inside Digital Media: Forgent Networks CC right now. They sound pretty confident and compelling. On the chart the stock looks wound like a rubber band, ready to shoot one way or the other, perhaps up? <g>
However, it seems very licensing-dependant company, as software revenues were only $852,000 for the last quarter.
However, they do expect total software revenues for fiscal 2003 to range between $12 and $15 million. After RMBS, I don't think the market would value a company solely on IP and patents richly, thus, management will have to deliver on that promise.
A-M-S |
