Time to prepare for massive 4G upgrade ? No wonder if FFIV keeps running a bit. 
I am thinking Acme Packet (APKT) long for this as one candidate. I haven´t listen their conference call yet but it is interesting this market is not actually so interested of passed Q results anymore instead appears to be looking something further which wasn´t even provided much.
This article might provide some reasons for it and my recommendation to read also Car MEMC chip.

GigaOM current estimate is that totally 8,6 billion mobile devices are attatched to the network by 2015.

This is a post from staff writer Robert Brokamp of The Motley Fool. Robert is a Certified Financial Planner and the adviser for The Motley Fool’s Rule Your Retirement service. He contributes one new article to Get Rich Slowly every two weeks.

The EBITDA to enterprise value (EV) ratio is a widely used valuation multiple to assess the relative value of companies. It is calculated by simply taking earnings before interest, taxes, depreciation and amortization (EBITDA) and dividing by enterprise value (EV). Of course, you need to know the definitions of both of those terms to really be able to understand this stock fundamental.

Great piece by Dylan Ratigan - just go read the whole piece. 

“Everyone is entitled to their own opinions, but they are not entitled to their own facts.” — Daniel Patrick Moynihan

So Friday night, I leave on HBO after a preview of Cowboys and Aliens… Film looks great, but big mistake for not hitting the power button after the preview was over…

Eyes blood shot and in the final sentences of my graduate thesis, I look up. There’s Bill Maher sitting with three guests representing the nation’s political spectrum.