Wells Fargo Analyst Jennifer Fritzsche wrote in a note to investors that FirstNet construction would affect as many as 15,000 cell sites in the first year and about 45,000 over a five-year period.
Not all these sites are going to get generators. If it was up to the states they would, but I doubt AT&T will do it unless they are forced. However, a certain % will.
We need to remember that AT&T didn't just start buying POLA's generators recently because they wanted to do a favor, it's because they like the product and the obvious long term cost effectiveness. As such, they should be rewarded here with the FirstNet expansion.
As shareholders, if POLA sold 500 generators/qtr (approx $8-$10M) we are making a nice return in 2018. If they did 1000/qtr in time, we are super happy. AT&T is just one of 4 of the U.S. Tier 1 companies they have in the U.S. I just wish they would put out a pr on an international order soon to show that was possible to add to the mix.
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