Tuesday, December 05, 2006

OPTM follow-up...

Very solid call with lots of analyst interest. Growth will continue to be very strong as guided for the next qtr. This company is in a somewhat unique position to be selling into both the telecom & cable market place.

While it's always hard to judge a recently IPO'd stock, this company could be a solid investment (though high risk) -- for the next few qtr's. Though I would look to buy on days of market related weakness.

Long OPTM

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