Apr. 1 at 12:09 AM
$CLFD IF, yes a big IF, NTIA grants waivers for overseas fiber cables to be purchased for bead deployments , I think CLFD would soar. Corning looks to be spiking prices on glass. Smaller ISP's are already dealing with huge lead times, now are dealing with surging prices. With BEAD money being BABA compliant, the small isp's have no where to turn. This would likely have a huge impact on deployments. With labor so tight in the industry, there would likely be high demand for clearfield's "labor lite" cabinets. However, without the cable, not so much. Govt agencies rarely do the right thing. Maybe we get lucky for a change. This may have something to do with the recent weakness in the stock.
