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| DON'T BUY | 10.590 | Robert McWhirter | Ranks well in his model. Has scaled back half his position because of stock price increase. Recently announced a small contract in Greece. Doing a stock buyback on approximately 10%. Longer-term growth is slowing. Huge customer in Clearwater but once this starts to burn off there is a question about replacements. Growth is flat for 2010. 13 PE with earnings $.89 in 2009 and $.88 forecast for Feb/11. | 2010-03-18 | |
| BUY | 13.600 | Martin Hubbes, CFA | Great story. A bit expensive here. These guys are at the right place at the right time for long-term investors. | 2010-02-18 | |
| TOP PICK | 11.810 | Peter Hodson | Telecom provider for backhauls. Clearwater is one of their biggest customers in this customer provided about 800% growth in the last quarter. Trading at about 12X earnings and have $100 million in cash with no debt. | 2010-02-04 | |
| BUY | 9.230 | Robert McWhirter | Microwave backhaul, which is much cheaper and faster than current methodology. Great opportunity as huge traffic returns to cell phones. Earnings up 485%. Expected to slow down but pretty brisk earnings forecast of 64% for 2010. 24% decline in earnings forecasted for 2011. | 2009-11-17 | |
| DON'T BUY | 9.710 | Andrew McCreath | Manufactures equipment to facilitate the BackHaul of wireless traffic in the WiMax market. Everyone is excited about WiMax because Intel (INTC-Q) is involved but there is enough new development so that speed/capacity will obviate the need for new standards. Not a big fan. | 2009-11-09 | |
| TOP PICK | 7.600 | Robert McWhirter | Makes basically a microwave backhaul. When everyone is using cell phones and sending video it overwhelms the current backhaul. Earnings are forecast at $.31 for Feb/10, almost doubling to $.58 to Feb/11. 12.5 PE. 22% ROE. Lots more growth to come. | 2009-09-15 | |
| Comment | 4.380 | Robert McWhirter | Backhaul for communications. One customer is doing a massive build out in the US for the next 2 years. Backhaul is becoming very important because of the overall explosion of volumes of video. Big earnings growth is expected. With the expected pullback you might get this a lower price in the next 3 months. | 2009-06-22 | |
| Comment | 0.970 | Duncan Stewart | (Market Call Minute.) Interesting technology. Starting to see that kind of technology being used more and more in congested wireless networks. | 2008-12-30 |
