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Is CounterPath an FMC consolidation play?

CounterPath is on the move.  Since their merger with Newheights, and refinancing at the hands of Sir Terry Matthews they've been on a buying binge.  February 1, it was FirstHand Technologies.  Just yesterday, Andy Abramson mentioned that BridgePort Networks had also been acquired by CounterPath, February 5th.

The common thread here is fixed mobile convergence.  They appear to be evolving from the softphone player that they were.  FirstHand was an enterprise FMC company.  BridgePort, was a carrier FMC company. 

This one will be interesting to watch.

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