You mentioned PMCS and JDSU. Lets make a little comparison.
PMCS Revs : $226.5 million Profit : 35% Market cap - $5.9 Billion Sales up 47% over 6 months
JDSU Revs : $282.8 million Profit : -60%
Market cap - 28.9 billion
CHKP Revs :192 million Profit : 45% Sales up 42% over six months Net up 20% Market cap - 4.2 billion
I would say in these comparisons, JDSU is way over priced, PMCS is about at value and CHKP has some ways to go. I don't see any of these giving us 1000%. The big difference in the three is the competitors. CHKP is the unquestioned industry leader. The industry is huge and they are making a profit. No one can touch that 45% profit margin and they can sustain it and have sustained it. I will take CHKP any day over these high priced networking stocks that are in CSCO's backyard and existing only because CSCO allows them. They will never grow in to their market cap because to do that they will have to get into CSCO pocket and that ain't gonna happen. CHKP will continue to double for the next 5 years at least.