Ann: Commentary on Half-Year Report, page-80

as a medium term hold I like them. Just because I see their recent trend as continuing. Their products must be solid to be gaining the traction they are gaining. If they can pull back a bit on marketing expenses etc and continue to grow they will tighten the gap to profitability. They look like they can be successful but still early days. I usually target in the early stages where I think a company could be turning to a new phase of excessive growth and they look good so far.