personally I have been accumulating this - really the benefit of...

personally I have been accumulating this - really the benefit of these companies are that once the investment product turns from a cost to a profit its like 2 for every one - I once saw an investment thesis which did nothing but close the loss maker and the valuation change was huge. Not the case here but as the product starts paying for itself we should see a great benefit.

This has become one of three IT stocks after getting out of ISP's as I became concerned about forward PE's with NBN in disarray.