Peppe, as far as margins are concerned it was stated on CC that with
SSTI in house GM on lmds will improve. GM on access part( about 50%) are smaller then core switching(60-62%), but expenses are lower, so profit is still the some about 20%!!!.
What is interesting, and most people do not realize it, that with issuance of shares NN is getting at least US 210 millions $,
Much needed money to finance small emerging carriers.
Big boys do not need financing, they have lots of cash and performance
in No.1 issue.
On the other hand, small carriers, which do not have cash,are willing to sacrifice quality, if they can get financing.
So now NN can offer QoS and financing.
Very smart move, in may opinion, by Alan Lutz.
Regards
Zbyslaw |
