Can anyone help me out? I'm interested in the technology these guys offer, relative to the bigger players in the telco equipment / chip business - Infineon, et al. Does their product really have an edge? If it does, this stock is a no-brainer to grow very rapidly over the short to mid-term, given the aggressive interest which the ILECs / RBOCs have in this space.
Go to the recent presentation archived on their website - if you believe the "facts" as presented (i.e. they have a clear technological advantage with VDSL, they dominate a market that will more than double over a few years time, etc.), then I agree it is a no-brainer. I'm trying to find the holes in the story, but haven't come to any conclusions.
Just wait till this quarter's results. Last quarter CEO resigned and a layoff was announced. Let them come out and give guidance for next quarter unless ofcourse if you know some friends in Telecom who will give you some actual info.