In the CC, the CEO actually stated that identifying potential acquisitions is his big priority.
Cost cutting is complete and now they are looking for growth.
European growth will be seen in the next couple of quarters.
The adoption of there new and advanced technology is ramping up.
Huge contract with the US Postal Service was signed. Many more in the pipeline.
The US is going to beat out France as a market. (Cisco can't be too happy)

I could be wrong but I have a feeling Cisco is going to take a run at AAH.

I see no reason why this company can't have a market cap of $1 billion by 2015.