Albuera posted: "NEC and now Optus want Utiligy ! !"
This is a very significant event. I am sure the market and probably most holders of INT do not actually understand the full ramifications of having Optus and NEC as partners.
It gives INT access to a huge market that on their own would be impossible. These two signings will lead to some big fish being signed on embedded networks in my opinion.
Management were very excited about this on Friday after the meeting without being "over the top". I believe they are downplaying this story and are justified due to previous managements' blunders. If they deliver on their publicly released two year budget we will make truckloads of money. If they over-achieve then that's sweating palms stuff. I've seen some potential in stocks over the years but this is right up there with the best. The margins are just so big once they hit that critical $6M break even revenue target and it's annuity income on essential infrastructure. Recession proof! I'm excited but please do your own research.
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Albuera posted: "NEC and now Optus want Utiligy ! !"This is a...
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