LongShortTech: JPMorgan expects NVTL MiFi product sales: "to peak at ~$40-50m /qtr before fading as the product comes under price pressure from imitators."
Sun, Nov 01, 2009
LongShortTech: NVTL guides to flat q/q Q4 MiFi revs as "sell through catches up to initial stocking orders" = channel stuffing. Stock crushed, justifiably.