RE: FitBNG13 May 2020 10:26
Hope you're right - reading back the Fiberhome RNS it certainly sounds like the potential is huge considering their clients. Revenues from the Fiberhome / Korean OEM will be an unexpected bonus when they arrive - the only revenues mentioned last week were the 2,000 SmartNIC cards which sounded attractive enough on their own. There's no Shanghai MWC this year so their existing relationships will prove very useful in that market without that marketing opportunity available.