RE: Q3 resultsSome good points.
Regarding recurring work I would say that there will be some maintenance contracts. They have already raked in one with a 20 year term. As far as construction contracts are concerned I do think that you are taking a slightly pessimistic view. There are many years of construction work left unless new technology brings it to a halt. The thing is though most of the time new technology means new work as well for a company that is on the ball.
From what I read Q4 will have the income from the termination of the network contracts in it. If you wanted to play this strictly speculative ( and I think you make a good point regarding that) the Q4 results should be very good and cap a great year.