This quarter the company should be Net Cash positive. It continues to cash flow nicely, even with the revised earning forecast being on par with last quarter we should still see positive cashflow.

So this company continues to grow, continues to make cost improvements, better tax positioning for foreign subs, and secure major long-term contracts. Yet it trades at 5x annual cashflow.

This is a bargain. A the November earnings report will support this. Time to get in before it bounces again.