Sequential revenue growth in all industry segments, including financial and retail.

Sequential reveng growth in all business lines, namely, multi channel marketing, consumer insight products and information management.

A bunch of new customer wins, including United Airlines, Symantech Interactive and Netscam, and key incremental deals including Dun & Bradstreet, Grovedale and E-trade.

Focus on cost management and changing the way of doing the work resulted in higher margins. EPS for the September quarter is up 140% over the June quarter as a result.

The valuation looks pretty good at this point. I'm coming up with 6M cash flow of $1.39 per share and free cash flow of $0.90. If you conservatively double the FCF to come up with a full year estimate of $1.80, the stock is just over 5X FCF. I don't know if I have ever seen a company at this low of a valuation. I must be missing something, however.