I also disagree with the report with respect to the 30% chance of success - my understanding is that the AT&T contract is binary - you either win it or you dont.
So three possible "views" occur - no win and the 95c valuation, win AT&T contract and then you are taking a position as to takeup a low and a high ($1.60 - $3)
I agree that other than providing NTC a notch or two on the belt and some exposure/coverage, there is not alot else which backs the statement guaranteeing other global opportunities - in fact due to competitive pressure it may well exclude them, having worked in this space
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I also disagree with the report with respect to the 30% chance...
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