Gamble of the week: Bet on the growth of this broadband tiddler

This niche broadband firm has exciting growth potential, says Paul Hill.

If 2010 was the year of the smartphone, then 2011 will be the year of the tablet. Following the incredible success of the iPhone and iPad, a glut of copy-cat products are being launched shortly. No wonder that, with so many data-hungry gadgets coming on stream, mobile operators such as AT&T and O2 are scrambling to increase their networks' data capacity.

This is sweet music for the likes of Alcatel-Lucent, one of the world's leading mobile-infrastructure providers. At its full-year results last month the shares jumped 22% after CEO Ben Verwaayen said that "every single one of our wireless technologies is growing. GSM is up 9%, CDMA 19%, and wideband CDMA 40%, especially in Asia."

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Paul gained a degree in electrical engineering and went on to qualify as a chartered management accountant. He has extensive corporate finance and investment experience and is a member of the Securities Institute.

Over the past 16 years Paul has held top-level financial management and M&A roles for blue-chip companies such as O2, GKN and Unilever. He is now director of his own capital investment and consultancy firm, PMH Capital Limited.

Paul is an expert at analysing companies in new, fast-growing markets, and is an extremely shrewd stock-picker.