Bruce Pile
Long only

Calix: The Local Telco's Favorite

Calix Inc. (NYSE:CALX) is a maker of communication networking gear in general, spanning several architectures over both copper and optical networks. They are so diversified I overlooked them in my early searches for FTTH (Fiber-To-The-Home) levered public companies. But the truth is that, despite their tiny size ($475 million market cap) and the fact that you may have never heard of them, they are among the top three FTTH suppliers in the world! Yes, they are safely diversified, but FTTH is their stock in trade.

There is new competition for FTTH in general from the advancing speeds they are offering on existing copper, the new DSLs. About the time Calix snapped up Occam Networks, Connected Planet did a ...

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