written by reader Can (OSS) One Stop Systems Challenge the Big Boys?

By bullbuyer, September 2, 2019

Travis, can OSS challenge the big boys in the 5G race or provide special tech is the 5G roll out? Seems their revenue growth rate is increasing pretty good and has landed some long term defense contracts with Rayethon. Could you share some insight on this trade?

This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.

Share your thoughts...

1 Comment threads
0 Thread replies
Most reacted comment
Hottest comment thread
1 Comment authors
Travis Johnson, Stock Gumshoe Recent comment authors

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Travis Johnson, Stock Gumshoe

Looks like a small roll-up of companies that create specialized computer equipment (specialized high-performance servers, memory systems, etc.) for clients, including some defense clients. They have pretty good revenue growth (organic growth in mid-teens is expected this year) and have gotten some design “wins” from clients and some longer-term contracts (Raytheon and the live event tech firm Disguise Systems). They don’t seem likely to become providers of any mainstream products or to become a major player in a huge investment area like 5G, but it might provide niche opportunities. They’ve been losing money for years, and raising funds by selling… Read More ยป