Tesla_x

How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks?

And, for the record, I hold shares of OCNW as well.

Big surprise huh?

Bottom line is that I too would like to see a better side by side stim, sharecount and % of total company sales chart to better illustrate the best investment vehicles going into the first stim round.

This would foster further discourse and contributions of data and perspective on verifying inputs as the stim season kicks off soon...

How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks?

Gentlemen,

If one were to use the above rev by marketshare numbers Toad lists, and then weight the impact to company EPS based on share count, things start to clarify markedly on who gets their stock pushed the highest.

For example, assuming p/e of 15 and 10% net margin for all, OCNW goes 7X SP (North of $20) while ZHNE gets only maybe a 3-4X bump at best, since they derive much of their business from overseas (non-stim markets) and not just the US, and have 7x the OCNW share count.

Numbers of shares outstanding, US Rural share, percentage of total revenues derived from the stim as a percentage of total company revs, and relative stim exposure matter....a lot.

Many companies have stim exposure....but very few have the PURE rural US and stim leverage that OCNW does.

This is significant, I think, and has been grossly under-reported to date.

How Will the NBBI Stimulus Affect Small and Medium Cap Communication Stocks?

Might I suggest a table showing Company, Tier 2/3 Marketshare, resulting potential stim participation value as a % of that share, Debt, Shares outstanding, etc.

The qualities of each company should become apparent then.

Our Biggest Infrastructure Need? Think Broadband

Ya Meatheads forgot to mention OCNW!

DSL/IPTV/Ethernet

Good stuff, and a fast growing company with cash, no debt and pretty much hit breakeven recently.