QPick, The thing that has me cautious about SMRA is that they're essentially a reseller of other peoples' technology, albeit in a hot sector; it's tougher for those building the network than it is for those building the gear.
Right now, they're flat, and will most likely go higher with the market. The question is, will they do as well as the SCMR, JDSU, CIEN, FNSR, EXFO - even AINNs or even BKHMs of the world? I don't think so . . . but, that's just MHO.
MO, the guys to watch are the guys holding the patents for the goods that are experiencing exponential demand.
Regards,
Jon |
