Telecom and Internet Infrastructure

Here is a link to a good article which when you dig a bit deeper lends some credence to my bullish bet on telecom and Internet infrastructure plays:
http://online.wsj.com/article_print/SB113651664929039412.html

So far, I´m in RBAK, IIP , and INLD (click the links for my original analyses of these stocks).

There are a host of other Internet infrastructure and telecom plays that I´m looking at. Feel free to post some of your own ideas here.

Comments

[SA]

Would be great if you would put price targets on picks.
IIP has had quite a run... where do you expect to see this go?