Zeev's Turnips Patch-No Politics (ZEEV)

[alohamart]

With their upped guidance and win of the U.S. customer (and interest from Asian carriers), you could argue ORCT should be trading in the low $50/share. The one-customer risk is gone now, and 35% guidance for growth and $1.50+ guidance for eps in 2006 justify a much higher valuation. I'm sure they're being conservative in their guidance and it could/should be much better.