No. of Recommendations: 0
Maikeru.....loved your pointing out Copper Mountain....I have been looking closely at DSL in general....I'm interested in why you think investing in an equiptment maker is the way to go as opposed to investing in a technical provider (of DSL) like Aware (AWRE) or Orekit (ORCT)....

Thanks lungdoc!

I like AWRE too and I have some friends that work there, I should sit down with them one night and pick their brains.

I was drawn to CMTN for both technical and fundamental reasons, but initially for technical reasons. The chart just looked too good. Then I heard anecdotes about how their factories were going full bore around the clock since the summer. Then I read on the Internet that their customers had hugh subscriber growth surprises.

Now CMTN has reached 100 and it still looks pretty strong. I've sold all my June 75 calls, but I'll probably roll-up to Aug or Sep 110s with part of the proceeds if it bases ok at this level.

Regarding other DSL plays, I think there are a lot of us who are interested. At the moment, I don't know enough about them to comment. I've spread myself thin trying to track biotechs, fiber optics, dsl, storage, and superconductors.

If you have more info to get the ball rolling please share with us and I'll try to add what I can.

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