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NTC netcomm wireless limited

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Sierra wireless up 26% today, page-4

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123 Posts.

11/11/14

12:32

Post #: 14269066
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Originally posted by finesse123 ↑

Agreed that there at not a huge amount of similar comps. Sierra wireless looks like it is trying to e the complete vertically integrated player whereas NTC point of differentiation is it is completely open with interoperability?? .that said I think swir is still worth some comparison as a proxy for investor sentiment in the m2m
space and the fact it's trading on 50x fwd pe

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I was reading a broker report on Sierra Wireless which said they are close on a few acquisitions...they have plenty of cash on the balance sheet....anyone have thoughts if NTC would fit the bill, not necessarily now but at some point?

NTC Price at posting: 56.0¢ Sentiment: Buy Disclosure: Held
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Sierra wireless up 26% today, page-4

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