One of the best conference calls in several quarters... Finally a litany of opportunities for PVSW going forward!
In summary, our opportunities are many... (the following paraphrased in bullet points)
Just imagine what if in the next 12 to 24 months:

1. We complete another large database revenue transaction?

2. Multi-core becomes relevant and valuable to our database customer base?

3. Microsoft Windows Server 2008 with soon to be released Windows 7 becomes a real catalyst in packaged applications serving SMP? (This would boost Pervasive PSQL license sales)

4. Our integration business grows with increasing channel and other recurring revenue?

5. What if consolidation of competitors in our respective markets continues?

6. What if our DataSolutions business scales would aggregate our channels and Data Solutions establishes credibility in the cloud and in new media?

7. What if we achieve synergies with the ChanneLinx acquisition?

8. We complete our next acquisition when an appropriate candidate is identified?

9. What if DataRush achieves its first million dollars in revenue?

10. We establish credibility in analytics and data mining markets?

Bonus what-if - And lastly what if we increase our cash and reduce our shares outstanding and the economy improves.

We are investing in all of those various possibilities.

Lots of what if's. Maybe IF one or two out of ten happen near term, this PVSW could get off the "boring" track it's been on for over a decade! :)

Full conference call transcript available here:
http://seekingalpha.com/article/167716-p...