Listened to conference call. Some of the key things I consider important:
1) Demand is up
2) Operating cash flow is up big. This is an important metric for me since it measures the underline health of a company. A+
3) There is a about $5 million revenue got delayed due to supply chain unable to eet demand
4) Hence projecting Q4 revenue up
5) Opportunities opening up in North America. Currently under talks
6) Heartland was a good win for the company

A lot of upbeat views. Not a bad quarter. But also not a quarter that will earn you an upgrade either. Future looks good.

Other views?