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southacresdave

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southacresdave

Re: ebase22 post# 931

Wednesday, 08/14/2019 1:02:55 PM

Wednesday, August 14, 2019 1:02:55 PM

Post# of 1386
ebase....it's why I say the #1 thing going forward is what do T-mobile and AT&T (and Verizon) do in terms of their ordering for Q4 and 2020 coming forward in the 2nd half of Q3 and Q4. If the orders they put in to POLA are larger than last year, then you know that management can't screw it up. They truly bungled the cc call in that they didn't emphasize the only way they ramp up those deals is to draw down backlog and show these Tier 1 companies they can do a lot more business.

People forget that backlog in the middle of Q3 last year wasn't a whole lot. It ended the quarter at over $11M or so. By the end of Nov it was over $18M.
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Volume:
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  • 1D
  • 1M
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  • 6M
  • 1Y
  • 5Y
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