The language has dialed back on the updates. Most of the update was talking all about being back next year with the secondary point being that they completed the DD. If it was solid it would be top of mind for them and the first thing you'd talk to. e.g. "Well thats a wrap, the DD campaign is done and we are really looking forward to seeing the results in the new year. We'll be back after the ....." More vectoring and CRs ahead. The dilution will be real.
A Toast, page-79
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