Can you elaborate as to why Vodafone would provide their own SIM Hardware.
They have an existing product ("Machinelink") that does what is required so why re-invent the wheel?
I don't see what benefit a custom solution would provide that Machinelink can not, + the cost would be far grater to KONE for development of a custom solution.
Also an "add on" solution would be better suited to adapt to the legacy equipment that KONE has (The older stuff that needs to be replaced soon).
I hope NTC are still in this one via machinelink H/W, even winning a part of the solution would be a great income stream.
We wouldn't hear an announcement until Vodafone placed a large order.
SS
NTC Price at posting:
51.0¢ Sentiment: Hold Disclosure: Held