I think it's more about small caps with high P/E's. This...

I think it's more about small caps with high P/E's. This shorting is short sighted and NTC are looking good for the next few years on the current contracts IMO and other analysts research. NTC are hiring US workers and investing there so I don't think they will be trumped on the AT&T contract at all.

If NTC keep leading and investing why shouldn't they kept winning contracts. There's also the lucrative replacement cycle.

This story has a long way to run.

Spenceley's opinion his only his opinion which he hasn't backed up.
"Being Australian, NetComm is protected fauna for the NBN, not an endorsement of world leading technology"
Being close to the NBN has helped to create world leading products based on leading technology.

Directors have recently bought a good bit of stock. They are confident.

MHOR is hoping for a crash in confidence. I can't see this happening based on anything real at the moment.