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cheetah,

to be honest, I am not yet sure. I don't believe I understand this company fully.

I understand the data capacity they supply to ISPs as the only independent wholesaler in the market, whereas Optus, Telstra and TPG who own submarine cables also have an interest in the ISP market. So I am definitely very bullish on that aspect of the business, especially with the increase in data usage I expect over the next 10 years.

I don't really understand the data centres bit of the business and why they are acquiring them at a rapid rate. I want to know if there is anything special about their data centres that differentiates them from other data centres? Or, how they tie in with the other services they offer in some way? If you or anyone else could explain or offer some insight, it would be much appreciated.

cheers
Cyph