I thought this was interesting
http://www.itwire.com/content/view/29506/127/
Suggests a strong ongoing relaltionship with Telstra based on the new new 24Mbps device with a Telstra announcement on the 24th. Plus the release of a new Netcomm product on Monday.
In my opinion Netcomm has a great oportunity to spring board of the Telstra contracts. They have great products that appear to be technology leaders. They are finding new markets in Australia and overseas. Future oportunities in the US should be taken seriously. Most importantly they look to have a very good, honest managment.
One thing I'd love to see is a bigger revenue share comming from retail to diverify the risk, and also, alot more public awareness of the Netcomm brand.
Cheers
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