Acme Packet (APKT)

[Not_Bill_Oneil]

Thanks for the reply Fishsurfer...

I just liked their CC (except for the forecast) and that this is really the forefront of the backbone internet and telecom industries right now (and cable and media), this convergence, so I read alot last night too - there is a lot of technical info on the internet on this. It's an exciting space right now with everything going on with all the providers and all players, and this is an issue they all must address and incorporate.

Sometimes (like this) I think it's worth the time to really investigate a space like this, just 'cause there is so much money and work behind it and involved around the world. Whereas oftentimes it's easier and makes more sense just to let the sector and stock action tell you what's really happening behind the scenes, in something like this - a convergence and possible shift in critical communications, any knowledge you gain can also payoff in other related plays.

Glad you got a gain out of it, and were cautious on MRVL.

GL & GT.