Radware (RDWR) is a recent addition to the Opportunistic models. Being at the juncture of network speed and security makes them a very intriguing investment. Also, the stock tends to trade at a reasonable to discount to growth and the tech sector in general. Not to mention the major catch phrase 'cloud computing'.
Check out this interview with the CEO on theStreet.com.
Disclosure: Long RDWR. Please read disclaimer page.