hodginsThis provides software for deep packet inspection, allowing Cable Cos and Internet providers to either throttle back on certain types of packets and information, and to dial it up for others. They’ve had a bit of a rough year because of missed quarters. However, they have something like $1.40 a share in cash. The 4th quarter is typically their strongest, so he is considering purchasing this. Telcos spending seems to be seasonal and tends to peak in the 4th quarter. He sees a potential trade opportunity on the Long side.