I`m with you limerick -- valuation is key. IMO, I suspect for the short term we will have to deal with the sp volatility that comes from the conflict between overall valuation (past and future revenue)and perceived valuation (comparing the current value with the market capitalization). Hopefully in the long term the two will converge, with a personal preference that the convergence point is at least a $1-2B market cap with the current outstanding share count.
Best regards