abh, we've discussed CRNT before (elsewhere). Now I know AEY is a dinky arse company, and their dinkyness, and regional focus makes not a great datapoint.... neverteless and just as an FYI related to one of CRNT's big customer's, here is what AEY said in their CC a day ago re DISH:
"The wireless group was doing fine this year until the month of June. So the last 60 days have dropped quite a bit as DISH is one of our big customers, and they finished the Phase 2 of their build-out and launched that Phase II network in June. So they've taken a pause and for them before they start their next or third bigger phase, it will probably be 3, 4 months before they get back in action and get the real estate permissions required for Phase III. "