Bruce, you got your answer on Guatemala. The next question is if the system is so good, what is holding up Guatemala. So far, Bruce, this find of yours looks interesting, but looking at the chart, it seems the stock is moved by news releases. It has been five months since the Guatemala release and sooner or later, they will have to deliver the beef or lose credibility. The May 27 news release is going to be an elaboration of the plan, but realistically, I do not think that any actual concrete agreement involving deployment of ACR are forthcoming in the real near future. It is just too complex an agreement to strike. You have to handle various telephony interests in the host countries (and these, usually have political muscles), agreement on spectral bands (possibly even auction of spectral bands, and if you remember the frenzy here, it involved billions of bucks), agreement with local carriers for call completion and interfaces and countless other problems I am not personally familiar with. If there would have been one example where such deployment was swift and rapid after the demo, for instance, a purchase order covering the Guatemala deal, then it would have been easier.
Zeev |
