Dean Morel

I'm a Smith Micro Investor with Reasons to Be Wary

I just penned some thoughts on KongZhong (KONG) www.fusioninvesting.co.../
They aren't cheap any more, but if you read the conference call and Q1 report, you'll start to get an idea of the huge short term opportunity.
Alvarion in wimax (ALVR) - leader in Wimax, but LTE is coming in developed markets and ALVR have struggled to turn their leadership into profits.