SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ANDW
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (776)6/28/1999 9:34:00 PM
From: Johnny Canuck  Read Replies (1) of 857
 
Pat,

I think the ability to deploy the equipment fast enough is the issue right now. PRMS announced a miss in earnings this Q, partially due to LU not being able to deploy equipment fast enough in Saudi Arabia. NT is under the gun to delivery to Telestra, but has a hiring freeze on in the wireless division due to poor margins, but is actually short of firmware engineers I believe. Demand appears to be high, but the ability to deploy the equipment is a issue. That might make for a very non-linear Q as ANDW's products are ordered in the later parts of the deployment.

Harry
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News