CommScope, Inc. (CTV)
The Company provides infrastructure solutions for communications networks worldwide.
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This is part of the mobile internet index that Cramer is touting I looked and figured what the hay its worth a shot to see if they grow they way he thinks they will. His thesis is that the mobile internet while be as big a game changer as the original internet was. Being a CTO I do not think it will be that big a movement but it will provide enough growth for his index to work just not be the huge bust out he thinks it will be. What your looking at is replacing every cell phone and laptop with a device that can connect to the internet at broadband speeds form just about anywhere in the US. The only problem I with his choice is that he left out HP and DELL and Lenovo the big laptop makers they will have a play and I am including them in my version of the index.
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Tags Screener
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back for more. took points
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PER KRAMER CLEAR UP CHINESE SMARTPHONE BOTTLENECK - WIRELESS INTERNET
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way to cheap, good company
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Successor to ANDW - bought ANDW
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money.cnn.com's "small-cap Gem":
http://money.cnn.com/2008/05/22/smallbusiness/small_cap_stocks.fsb/index.htm?postversion=2008052912
"CommScope (CTV) of Hickory, N.C., a leading producer of specialized cable for wired and wireless (think auto antennas) communications and for power transmission"
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Scouter 9-10
E/S 2.65
ROE 23.36
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Internet is growing and CTV provides the infrastucture t make it happen
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Sale, Sale, sale.
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value line rated 1 for timeliness
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business are spending to upgade their systems
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with recent acquisitions, increased sales in a couple areas and hands in several global pots, they are ready to increase earnings growth!
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Commscope has been on a tear based upon advanced technology products and the last mile buildout of broadband.
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This is a short trade that may pop soon
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connecting that "last mile" (ie the customer) seems to be the next big upgrade. Well managed company with great earnings and lots of potential.
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High Gross Margin with High Revenue and Earnings Growth
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Cable manufacturer was hammered at the start of the century with the dot-coms and telecoms. Has climbed back from its lows around 6 to 28 yet still off of its all time highs. As the country and world become more connected, its products could be the difference.


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