Perhaps the strategy of developing products which mainly Tier One players are likely to buy is not the only direction the company should be moving in. These Tier One companies will always have too much leverage and screw NTC over. Developing products which appeal to a broader range of customers such as by increasing focus on direct retail might be the way to go with 5G. A large, diverse, and sticky customer base seems to be the preferred marketing strategy of successful companies to achieve consistent long term earnings growth. I admit my understanding of this area is very limited (and may be way of track) but feeling huge frustration at the lack of contract progress.
NTC Price at posting:
75.5¢ Sentiment: Hold Disclosure: Held