Equity Field Notes from temporal sources

[DanWebzster]

PCTI focuses on solving complex RF problems by designing specialized antennae and test/scanning equipment

2018 was a difficult year because of the delayed 5G spend of two large customers.

5G development hype gets lots of press; but, 2018 was a year of rolling out fixed 5G in 3 American pilot cities. Optimistically, mobile 5G will start to be deployed in mid to late 2019.

CSCO brands PCTI antennae products and VZ & Huawei brand PCTI test and scanning equipment.

IOT product revs are even more important to PCTI than 5G rollout

PCTI has cash of ~$36.5mn and yields ~5%. Covering the yield has been the focus of 2018.