Oberweis: Small-Cap Techs

03/05/2015 7:00 am EST


James Oberweis

President, Oberweis Asset Management, Inc.

Jim Oberweis, Jr. is an industry leading small-cap fund manager as well as editor of The Oberweis Report. Here, he looks at two new featured tech ideas for risk-oriented investors, one in optical transport networking and the other in high-efficiency service technology.

Infinera Corporation (INFN) manufactures the world's only commercially-deployed, large-scale Indium Phosphide PICs, which are used as a key differentiating component inside the company's platforms and allow transmission speeds in excess of 100 Gigabits per second.

Service providers are increasingly looking for new network architectures to respond to continued demand for bandwidth across their networks.

These architectural changes include scaling optical transmission capacities beyond 100 Gbps and integrating OTN switching capabilities within the optical transport network platform, requirements that are met by Infinera's DTN-X platform.

In the company's latest reported fourth quarter, sales increased approximately 34% to $186.3 million from $139.1 million in the fourth quarter of last year.

Infinera reported earnings per share of $.13 in the latest reported fourth quarter vs. a loss in the same quarter of last year. Clients of Oberweis Asset Management own approximately 20,000 shares.

Super Micro Computer (SMCI) provides end-to-end green computing solutions to the data center, cloud computing, enterprise, big data, and high performance computing markets.

Its systems are designed to provide high levels of reliability, quality, and scalability, enabling customers benefits regarding performance, density, thermal management, and power efficiency to lower their costs.

Consolidation within the industry—and disruption at competitors—has allowed the company to gain market share, particularly at the high-end, where gross margins are stronger.

In its latest reported second quarter, sales increased approximately 41% to $503.0 million from $356.4 million in the second quarter of last year.

Super Micro Computer reported earnings per share of $.65 in the latest reported second quarter versus $.35 in the same quarter of last year. Clients of Oberweis Asset Management own approximately 34,000 shares.

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