Thanks for all of your insight. It is good to get a different view on the L7 purchase. The skillset and experience of management is one of the key reasons I hold CNW. I have to say I strongly believe that they have a strategy with this acquisition that will build great synergies. They know the business they bought so can't ask more than that.
With the Cisco Gold I find it interesting that you do not think they will get recertification. On looking at the Cisco gold guidelines it appears that the more challenging aspect of capability falls with the business ability itself like hybryd IT and specialization requirements which L7 would have. The staff specific aspects of certification appear to be something that can be reasobably easily achieved through online training and I would think that Cirrus management would see this as a controllable aspect in recertification. Something I guess we will have to wait and see and not my speciality so I appreciate your opinion.
I still think the WA govt tender is a clear opportunity for Cirrus and L7. Of course they will not be the major player but this will be spread over many businesses and a small piece of that pie would still be a game changer for our newly WA govg panel appointed Cirrus. Short lists from March so watch this space. The WA govt will be keen to involve WA based companies in my opinion
CNW Price at posting:
3.2¢ Sentiment: Buy Disclosure: Held
