NetComm Wireless broadens reach

Robert Frost

OC Funds Management

Broadband product developer, NetComm Wireless (ASX:NTC), bounced strongly after news filtered out NBN Co is set to announce an expansion of its Fibre-to-the-Distribution point (FTTdp) roll-out to one million homes, up from the 700,000 homes currently announced.

NetComm would be an obvious beneficiary as it is the incumbent technology provider to NBN Co in enabling the deployment of FTTdp technology.

NBN Co CEO, Bill Morrow, told a senate estimates hearing the focus on FTTdp was about enabling a greater portion of the network the ability to deliver speeds in excess of 100 Mbps in the future.

Some analysts are speculating NBN Co may go even further and replace a larger portion of the remaining Fibre-to-the-Node (FTTN) roll-out with the superior FTTdp technology. While this would likely prove to be a windfall from NetComm, it is not in our current estimates.

NetComm has a strong pipeline of opportunities across tier-one customers, such as Nokia, across fixed-wireless telecommunications and other machine-to-machine solutions and remains a core holding in our portfolio. (VIEW LINK)

Robert Frost
Head of Investments
OC Funds Management

Robert was appointed Head of Investments in 2009 and has been a Portfolio Manager since joining OC Funds Management in 2001. Robert is also an Executive Director of parent company, Copia Investment Partners.

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