Yes, a bit strong, as they do have substance in winning significant contracts in the past and I have acknowledged the quality of their product developments, but the time since the Bell win lengthens every day and there’s no indication of anything in the pipe line.
I’m frustrated as I see venders, especially Nokia, doing a better job selling into the fixed wireless space and a better job with their communications. NetComm were the leaders here, but are now playing catch-up, it appears.
Clearly 5G will dominate Barcelona and NetComm are under a lot of pressure to stand out amongst global heavyweights. I wish them all the best.
NTC Price at posting:
71.5¢ Sentiment: Buy Disclosure: Held
