This is a good early stage technology Can. company. Provides hardware and software for deep packet inspection. He is becoming a believer in this company. Careful on evaluation. Hang on to it if you own it.

(Down 9.4% since Dec. 2006) Tough holdings for them. They got the business right but the stock wrong. The company has had management issues and was delisted as well. He continues to hang in there.

(Up 23%, Dec. 2006)He is still holding and expecting good things. Still likes it.

(Up 3% since Dec 2006)It is a very volatile stock. The company is #2 for MPV players. They have all core patents. They are retailers as well as manufacturers. Well positioned company.

The company is executing well but going through litigation. The stock is close to fair value and just hit 52 week high. Not a good time to buy . Continue to hold if you own.

They do input/output high speed systems. Recommends passing for now until they build a sustainable business model.

Company involved in fibre optics for the flat panel industry. Stock is below fair value. This is a decent entry point. Outlook is strong.