Sivers IMA: Another Review
Research Update
2020-08-24
10:51
Redeye makes another review of the case, as we believe both we and the stock market have underestimated the major CPE customer, as well as the Fortune 100 customers. In addition, competition in 60 GHz has been reduced. Consequently, we raise our fair value range.
VW
Viktor Westman
Disclosures and disclaimers