4G - Mobile Internet Plays

As stated alot here, I remain very bullish on the mobile internet thesis. Currently, I own STAR and TSRA for my 4G portfolio. However, after doing alot of analysis, there are many good stocks out there that will benefit in a 1-2 year time period but the cost of purchase is key. I will add 3 more names in this portfolio in time, one of those will be soon. I should have never sold my CIEN from $9 (much less earlier in the year when I bought it at $5.90) but that is a great play, it's just been on fire. If it gets back to $9's, I will buy it again. TQNT is another one I like but needs to drop further. There is even word that Dell is launching a smartphone in China, which could be very interesting. All in all, keep a watchlist of all these names and when I have completed the research, I will narrow my prey and push agressively