CLFD should report some eye popping numbers and like AFOP - focus on the year over year comparisons for this and the next few quarters. Could easily see 50-70% growth ...
From their website
"Cabling - it’s all we do and we take it seriously. Whether it’s a custom cabling solution that integrates with technologies for the world’s most demanding semi-conductor manufacturer or the data center for one of the internet’s top search engine companies, Clearfield takes your cabling requirements personally."
Might want to check it out. Looks like they won a contract they had been working on for quite awhile. Knowing their MO, likely material since they had that long of a commitment to it.
They have likely secured Bellcore certification and now TIer 1 is open to them including Qwest part of Century Tel. Will be material to them.
in Tampa next week. Wouldn't be surprised to see new product announcements, etc.