VASCO Data Security International, Inc. (NASDAQ:VDSI)
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The Company designs, develops, markets and supports open standards-based hardware and software security systems that manage and secure access to information assets.
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Smartphones, Tablets, Laptops and basically anything else that is electronic requires PCB's (printed circuit boards). This company produces those in 8 plants based on the United States and 1 plant in China. With smartphone saturation at only 3-4% worldwide, the upside of this company to supply that industry (along with new customers in Aerospace/Biotech/Automotive industries) this company is bound to succeed. Recent acquisition of an Asian company with almost the exact same size and makeup only helps their cause. Should be a fun ride up!
I pasted this writeup into the wrong ticker (I was writing about TTMI).
VDSI is a great play as well seeing that secure data transmission will be needed in EVERYTHING from smartphones/tablets/laptops to the gaming industry, etc etc etc.
VDSI recently announced they've inked a deal with Intel to implant their security technology into the Sandy Bridge processors. I've never seen this type of play to mesh a typically software oriented sphere (security)...into the hardware level at the processor level. Could be huge if successful!