Zeev's Turnips Patch-No Politics (ZEEV)

[Train Guy]

Michael Murphy is hyping the Internet 2, CSCO and two mystery companies.

(snip, snip, snip a whole bunch of garbage and hype)

That's why my readers and I have loaded up on Cisco Systems (NASDAQ: CSCO). The Defense Information Services Agency will select a prime contractor with overall responsibility for the project, and that will likely be Cisco. Roughly 15% of their revenues already comes from the government, and they have the necessary secret clearances to do the job. I think Cisco will supply the routers at the edge of the network, and they'll get the Multiservice Provisioning Platform (MSPP) contract, which will integrate older technologies into the new high-speed system. But the stock has run up recently, and I've told readers to hold off adding to their positions.

The good news: There are two other companies I'm recommending that give us GIG-BE exposure. One will supply components that all of this equipment will be built with—I'm looking for 50% gains by next year. And the other, a smaller, emerging-technology company that sells software-based intelligent optical switching products, could easily lock in another 40%. These intelligent optical switches enable faster connections and better integration between technologies by eliminating the optical/electronic conversion. Both of these stocks are priced right to buy now, and packaged together, these three companies give investors a nice triple play on GIG-BE and Internet2.