TXP Corporation (fka TXPO)

[SteveSchiets]

Hey Jim, I must have somehow missed your terrific post.

Re: "Initially I would not be surprised to see the FTTN route taken by many carriers globally simply because of economy of scale or cost of deployment but eventually will build out to all fiber FTTH in the future."

I believe too this is a very good possibility to go first to FTTN and then later upgrade to FTTH. I seems so logic to me now. The bad news is that TXP will not generate big ONT revenue in the near future but like you said let's hope TXP is progressing with the NID box. We have to wait and see when and how willing the carriers are to go "home".

So, I guess we build the kit that fits the Total Access 5000 and ship it all together to the carrier? Right? Knowing that the Latin American carrier is a large project spread over several Q's it would be a great revenue stream for TXP.

I wish we knew more but that will be always the case, no? LOL

steve