Valuation and future NTC?, page-26

NTC won't win 5G contracts directly with the Telco's. Their strategy is coattails, and we typically piggy back of Ericsson.

Ericsson is doing BOTH AT&T and Verizons 5g deployments.

And we're the go-to for Ericsson for 4G, proven ourself for large deployments, and my guess is that we would be the first in line for these also given our relationship.

I also anticipate that it will be a while spent in the design phase of such a deployment, and Ericsson won't name specific hardware suppliers till 2nd 1/2 of this year.

SS