One of Zvi's comments re posted on the other thread that said it all for me.
It really was the case and BATM kept their R&D budget going through the Telcos darkest hours. & thats why I bought into them when they were completely trashed.
They are in a very strong position as a results of this..... :-)
"many big companies made a mistake by cutting their R&D staff during the recession. “It’s much easier to rebuild a sales team than invent new products quickly -- so now they’re coming to us for their weapons.”