Buy ALU on any weakness. Any bad, passed quarterly reports or bad economic news is your chance.
Here is why;
ALU will get lion’s share of AT&T IP expansion $$$. AT&T is gearing up on multiple fronts to extend rate and reach AND customer service to existing and new customers AND is currently,actively doing so NOW.
Small cell implementations will likely ride on VDSL2+ bonded pair backbones and be quickly deployed due to the necessity to improve cell capacity and quality within AT&T’s current spectrum.
Buy implementing Vectoring Technology and upgrading to VDSL2+. This involves replacement of hardware that U-know-who has and is a leader in its development and manufacture.
The Cube is excellent tech. It will help meet demand needs and help make more efficient use of existing spectrum possible.
Every other competitor will have to follow suit and are already doing so.