I think WLL will be big, but longer term. So far the contracts are all little demo projects, peanuts from what I've seen. $50mil, $30 mil, etc. (Remember these aren't royalty payments, but equipment revenues w/attendant direct costs.)
When we start getting the 200 mil, 500mil contracts to WLL up whole cities, then it'll be big. 99?
Please remember all, I'm mega positive about the Q longer term. Just happy to have dodged a bullet here on the Korea thing. Since I think its fifty fifty, up / down from here in current news, I got in 50% when Mr. Market took my low ball bid Friday near close. Hey, it was my best shot, thinking fast at the time. Actually, still pretty happy with it.
Now, is Csco a buy here or not???
Doug |
