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.

The big news today is that the Tech sector, as represented by the Nasdaq Composite Index, crossed into territory it hasn’t seen for more than 11 years (chart below is as of noon; actual close was 2905.66).  What this means … Continue reading →

The market ended off the highs of the session, but with volume coming in lower we avoid a day of stalling. Russell 2000 small cap index raced higher tying the NASDAQ composite for the top index of the day. Interestingly, enough both indexes have yet to have the golden cross yet continue to lead the entire market higher. Bernanke’s testimony on the hill helped spark some buying, but as the testimony wore on sellers began to take over. We continue to play in overbought conditions, but this rally is healthy and remains that way. Tomorrow’s job report will certainly set off fireworks.

The big talk of the town was FB filing for its IPO. Despite the news of the IPO sellers hit the market late day pushing stocks from its highs. Over at the NASDAQ despite sellers on the NYSE the NASDAQ appeared to be somewhat immune. Volume soared on the NASDAQ as institutions pile back into technology stocks. It is clear the leading index of this rally is the NASDAQ and we view this as a positive sign. A solid day for the NASDAQ while it appears the NYSE related indexes continue to lag.

Can it be?  An initial public offering of an ethanol producer?  Yes, in mid December 2011, Pennsylvania-based Coskata, Inc. filed a registration statement to raise $100 million through the sale of common stock.  Coskata needs capital to build a production facility planned for Boligee, Alabama that is supposed to initially produce 16 million gallons of ethanol per year.  Eventually Coskata hopes to boost capacity to 78 million gallons per year.