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southacresdave

02/28/18 10:34 AM

#243 RE: wadirum1 #242

The analyst is also the one who wrote in an April 2017 report that their industry sources said that Verizon sales would probably be down. As such, they have connections on who to ask in telecom. What bothers me is that, if true, there is no pr. Either it hasn't truly closed with a contract, the order isn't meaningful, or the order is more open ended with continual small orders and not one big one, or they can't get permission to release it from the telecom company. It'll will be interesting to see if it's discussed during earnings. I'd think them showing success on the international front would be a nice thing.