Andrew posts Good Nums too!ANDW reported good stuff today.
Expects wireless infrastructure to improve in NA and globally. Reduced Satcom due to decreased broadband initiatives but overall GM to improve. Andw's GM is in the 22-25% range. Expects trends in network upgrades blah blah healthy.
Their top 25 customers represent 68% of biz, and OEMs rep 41% and LU the biggest OEM reps 10.5%.
Given the recent news from other related players things should finally look up for MTM!