They are many type of investments, the mo mo type when you see name it's running and you hop on board. The deep discount falling knife scenario, the old favorite and sometimes you just have to go out on a limb and build a case for a good stock that the investment community hasn't latched onto... yet. That stock is sonic Solutions. Anybody remember ROXIO? Well you've got it again here folks- part of SNIC. Why am I so HIGH on this stock? Well all this Blockbuster vs Netflix talk on ET has me digging for the technology that makes it all possible. That technology is from Sonic. Do you realize this company won BEST IN SHOW at macworld and no one even mentioned it? - Roxio(R), a division of Sonic Solutions(R) , the leader in digital media software, today announced it has been awarded Best of Show at Macworld for Toast (R) 8 Titanium, the newest addition to its Mac consumer software line. The win for Toast 8, which offers a range of unique features and ground-breaking platform firsts, marks the third time in the past four years Roxio's products have taken home the coveted prize. In what Macworld editors describe as one of the strongest shows for new and innovative products in recent years, Toast 8 was one of only 11 products recognized. "With many highly anticipated and desirable platform firsts, Toast 8 once again sets the standard for burning on the Mac," Jim Dalrymple, news director, MacCentral.com. Toast 8 also garnered Best of Show from iLounge.com, the leading independent web site for iPod, iTunes, and iPhone information. iLounge awarded Best of Show to only 10 products this year, but recognized Toast 8 as an especially impressive software release. "Thanks to its TiVoToGo(TM) functionality and iPod friendly features," explained Jeremy Horwitz, editor-in-chief, iLounge. "Toast 8 isn't just a strong product for users of CD, DVD, and Blu-Ray burners; it's now a big deal for iPod owners, too." Wow lets take that in... could this be the ONLY company with products for the IPhone not to get highlighted and pumped last week? Ok the TiviToGo bit is really interesting it allows you to transfer from tivo to your Mac and then burn discs! As Netflix has been touting their at home download-to-own services to be rolled out next year who sits in the middle of that as well- Sonic Solutions... let's take a look under the hood: I estimate revenue will increased from 6% this year 07 to over 15% in 08! This is primarily on the adoption of High Def DVD nothing else! And you know that's coming like a sandstorm! Also we have a very important licensing agreement with Movielink which should prove to be significant in 08. Gross margins will increase to 78% with a very favorable product mix. Operating EPS in 07' is 85 cents up about 8% from the year before but look at 08' S&P has them up at $1.04 for a gain of 22%!! Shares are trading at a DISCOUNT to peers with a better growth profile. You don't run across this much stuff adding up for a stock very often. The only true negative that I can find is a substantially higher tax rate and a board with less than 6 directors. My 1 year target price is $24-$27. I will be half boating it today due to market conditions.