Acme Packet (APKT)

[Not_Bill_Oneil]

Yes, he did a good piece...

on Friday. I caught the late version after hearing him mention it earlier.

However, I'm selling my remaining shares into the strength this morning, even though his influence on stocks is growing. Have to, until this market starts back up. And until the general trading patterns change (something to watch for if this market really takes off next year, esp with more anticipation later of a rate cut).

Sidebar - APKT was on top of IBD's Stocks on the Move screen this morning - which will bring more attention to it today and in the coming week(s) - since this week will probably be slow with the holidays. But, I still want to see more volume on a move like this even during a slow trading week.

Since recent IPO's are sometimes harder to trade, will have to follow this more closely as to when to reload and get back in.

One more thing, I think this is tied to more than just VoIP as Cramer mentioned. And I'm surprised he didn't mention more - like video, especially since on almost every other related recommendation he talks a little about growing video traffic and the future demand related to more video.

Take CSCO - yes, they have their recent iPhone news (ahead of the anticipated AAPL news). But, also think about CSCO's new slogan and their new video conferencing plans (TelePresence), that's a plus and a concern - as they have to somehow incorporate the SBC functions themselves or acquire somebody. Think video telephony (and related aspects) across many devices. I'm also thinking about different uses for interactive IPTV, VoD, etc. as well as related network and security issues - longer-term ideas as more bandwidth problems are solved down the road. Ideas tied to APKT as well.

GL & GT.