OPTM's first qtr... So far so good.

Great rev. numbers from OPTM (114% growth YOY), solid profits and guidance as well. Going to listen to call. This could be an exciting stock over the next few weeks/months.

OPTM has recently IPO'd and competes in the JDSU/CIEN fiber optics group. While looking expensive currently at around 7 times sales, on a run rate basis off of next couple qtr's the stock is selling at approx. 4 times sales which is fairly closely aligned with other comp's in group.

Great group dynamics currently. This is one of my favorites sectors currently.

Stock spiking nicely AH's.

Long OPTM