Date updated:03-01-2007
Lot's of small caps and a few mid caps. Half of the portfolio is traded often and the other half is long.

-
ABTG.OB
Ambient Corp - $0.159
- 0.00%
- $0.155
BPL (broadband over power lines) is going to explode in the next 2 years. I want to be in early.

-
AERT
Advanced Environm - $0.38
- +4.11%
- $0.38
Best low cost producer of composite decking and is in the middle of a big expansion to handle the increasing sales. New Moisture Shield products will be a good growth story.

-
ALLT
Allot Communicati - $3.9599
- +1.02%
- $3.91
Allot Communications was an IPO a months back. The IPO came at a bad time in the market. I feel that once they get noticed they will do okay. They are a designer, developer, marketer, and seller of broadband service optimization solutions. Their solutions provide broadband service providers and enterprises with real-time visibility into, and control of, network traffic

-
CNXT
Conexant Systems - $2.51
- -0.40%
- $2.54
Risk reward looks good. Hoping for a successful restructuring.

-
CREE
Cree - $46.77
- +0.11%
- $46.65
Once everyone realizes they are not a chip manufacturer for the cellular phone industry and that they hold a tremendous amount of patents in the white lighting industry, they could soar.

-
FNSR
Finisar Corporati - $9.36
- +0.65%
- $9.23
Lots of new products coming out in the second half of 07. Good risk reward play.

-
NVTL
Novatel Wireless - $8.86
- +0.34%
- $8.85
Earnings and future guidance surprising everyone. Looking for $16.50 by year end.

-
RDCM
Radcom Ltd. - $1.65
- +2.48%
- $1.66
Micro cap that has not been discovered yet. Every quarter they seem to surprise Wall Street.
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