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
- Forums
- ASX - By Stock
- NTC
- Valuation and future NTC?
Valuation and future NTC?, page-26
-
- There are more pages in this discussion • 9 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)