Dale, there are two segments of telecommunications that have an immediate chance of turning around. One is the wireless MMDS cable arena,due to money flowing in from Sprint and MCI,that is why I like CAMP. That my not be the exact right stock,but the idea is right on. Look also at DMIC,I like that company also.
The other arena that is about to turn around is Video on Demand. Since the time that TWX did their FSAN network trial in Orlando,costs have dropped substantially. It is now cost effective to deploy VOD. There is a company doing Digital TV,add insertion and VOD,it is called SEAC. It is also a prime candidate for a huge run up. I heard great things from the SCTE convention in Orlando. They did a kick ass demo with HLIT for VOD. I missed getting in at 8,and have since sat around it waiting for a pull back. It has gone straight up since May25,the demo day,not one day for a pullback. I hope it drops to 10,then I will load up on that one also. I am trying to get a handle on management,I knew nothing about them before May 25. Sometimes I am too prudent an investor.
Hiram |
